Grant Bledsoe, Cfa, Cfp®

Grant Bledsoe, Cfa, Cfp® Email and Phone Number

Fee-Only Financial Planner @ Three Oaks Wealth
Grant Bledsoe, Cfa, Cfp®'s Location
Greater Sacramento, United States, United States
Grant Bledsoe, Cfa, Cfp®'s Contact Details
About Grant Bledsoe, Cfa, Cfp®

My professional focus is on helping business owners & entrepreneurs align their personal finances with their business interests. This includes financial planning around sales/exits, purchases, growth, or other strategic initiatives.My financial planning firm, Three Oaks Wealth, is set up to provide planning, advice, and investment management to business owners in transition. We help our clients plan for & optimize their financial future while minimizing taxes across the topics mentioned above.These are the concepts I explore on my podcast and in my writing. Feel free to check out our firm or my blog site to explore further.

Grant Bledsoe, Cfa, Cfp®'s Current Company Details
Three Oaks Wealth

Three Oaks Wealth

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Fee-Only Financial Planner
Grant Bledsoe, Cfa, Cfp® Work Experience Details
  • Three Oaks Wealth
    President
    Three Oaks Wealth Apr 2014 - Present
    Us
    Three Oaks Wealth is a fee-only financial planning & wealth management firm. We serve all our clients in a fiduciary capacity 100% of the time, by virtue of being a registered investment advisory (RIA) firm. Our focus is on helping our clients live better lives by organizing and optimizing their resources.
    View
  • Grow Money Business
    Podcaster
    Grow Money Business Oct 2019 - Present
    https://growmoneybusiness.com
  • Above The Canopy
    Blogger
    Above The Canopy Mar 2016 - Present
  • Charles Schwab
    Securities Lending Trader & Senior Manager
    Charles Schwab Sep 2007 - Mar 2014
    Westlake, Texas, Us
    View

Grant Bledsoe, Cfa, Cfp® Skills

Alternative Investments Series 63 Holistic Financial Fixed Income Retirement Planning Financial Planning Financial Modeling 401k Chartered Financial Asset Allocation Equities Mutual Funds Microsoft Office Options Strategies Certified Financial Planner Holistic Financial Planning Personal Financial Planning Series 24 Securities Lending 401k Rollovers Etfs Small Business Retirement Planning Fee Only Financial Planning Short Sales Creative Problem Solving Series 7 Hedge Funds Investment Management Chartered Financial Analyst Financial Markets

Grant Bledsoe, Cfa, Cfp® Education Details

  • Ithaca College
    Ithaca College
    Finance
  • Ithaca College
    Ithaca College
    Finance

Frequently Asked Questions about Grant Bledsoe, Cfa, Cfp®

What company does Grant Bledsoe, Cfa, Cfp® work for?

Grant Bledsoe, Cfa, Cfp® works for Three Oaks Wealth

What is Grant Bledsoe, Cfa, Cfp®'s role at the current company?

Grant Bledsoe, Cfa, Cfp®'s current role is Fee-Only Financial Planner.

What is Grant Bledsoe, Cfa, Cfp®'s email address?

Grant Bledsoe, Cfa, Cfp®'s email address is gr****@****ail.com

What is Grant Bledsoe, Cfa, Cfp®'s direct phone number?

Grant Bledsoe, Cfa, Cfp®'s direct phone number is +160722*****

What schools did Grant Bledsoe, Cfa, Cfp® attend?

Grant Bledsoe, Cfa, Cfp® attended Ithaca College, Ithaca College.

What skills is Grant Bledsoe, Cfa, Cfp® known for?

Grant Bledsoe, Cfa, Cfp® has skills like Alternative Investments, Series 63, Holistic Financial, Fixed Income, Retirement Planning, Financial Planning, Financial Modeling, 401k, Chartered Financial, Asset Allocation, Equities, Mutual Funds.

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