Grant Bledsoe, CFP®, CFA Three Oaks Wealth

About Grant Bledsoe, CFP®, CFA, CEPA, AIF®

Hi, I’m Grant Bledsoe.

I work with business owners & entrepreneurs across the country. I find that many business owners devote all their attention and energy to building a successful business, but all too often they neglect their personal finances in the process. I help my clients conceptualize their ideal life, and then help them arrange their business and financial puzzle to achieve it.

To do this my firm offers a few different services: comprehensive financial planning, investment management, and retirement plan management.

These services cover the spectrum of challenges that business owners typically face:

·Growing the value of your business & structuring a sound exit when you’re ready
·Minimizing your personal and business tax liabilities
·Protecting your personal and business assets against liability
·Building consistent cash flow to support your lifestyle
·Protecting your business against death, disability, or departure of one or more key people, including yourself
·Structuring your business in a way that supports & builds your personal wealth and ideal life

To deliver our planning services my firm has developed a process we call Confidence in Advanced Planning. Over the course of 3-5 initial meetings, we help our clients chart a course from where they are today to wherever it is they’d like to go in the future. Throughout the process we assess their financial strengths & vulnerabilities, answer any lingering questions, and build a step by step guide that will give them a very high chance of reaching their objectives. We then execute that plan over time, and make real time adjustments as our clients’ lives and the world around them evolve.

Here’s a little more about my background:

I started my career in finance at Charles Schwab after finishing my MBA, working on their institutional securities lending desk in both Denver and San Francisco. After seven years, I realized I wanted to help people more directly in an unbiased setting as a fiduciary. To do this I launched Three Oaks Wealth and structured it as a fee-only registered investment advisory firm. I’m not compensated by anyone but my clients directly, and am legally bound to act in their best interests.

On paper I hold the following credentials:
·CERTIFIED FINANCIAL PLANNER™ (CFP®)
·Chartered Financial Analyst (CFA)
·Certified Exit Planning Advisor (CEPA)
·Accredited Investment Fiduciary (AIF®)
·MBA from Ithaca College, concentrating in finance
·B.S. in Applied Economics, also from Ithaca College

On a personal note, I live in Sacramento, CA with my wife, two sons, and daughter. I’m a huge fan of the Seattle Mariners (and baseball in general), and love spending time outside & exploring the outdoors in our area.

If you’d like to chat about your financial situation, feel free to book some time on my calendar: https://calendly.com/grant-bledsoe-1/30min

You can also find my blog at https://www.abovethecanopy.us, and my podcast at https://www.growmoneybusiness.com.

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