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Ryan Sullivan, Pe is listed as I Craft Personalized Wealth Blueprints for Architects and Engineers | Engineer Turned Financial Planner at Off the Beaten Path Financial, based in Bozeman, Montana, United States. AeroLeads shows a matched LinkedIn profile for Ryan Sullivan, Pe.
Ryan Sullivan, Pe previously worked as Founder | Financial Planner at Off The Beaten Path Financial and Engineering Manager at Williams Plumbing / Williams Civil Construction. Ryan Sullivan, Pe holds Bachelor'S Degree, Mechanical Engineering from Montana State University-Bozeman.
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I started my career as a Mechanical Engineer designing mechanical and plumbing systems for buildings across the country. At age 26 I launched an Engineering Department at a family owned plumbing contractor with the vision of simplifying and streamlining the construction industry. Within 5 years I grew the department to over $1 million in annual revenue, and along the way realized my true passion for personal finance and investing. Frustrated by consistently hearing the same boilerplate recommendations and lack of specific, detailed advice, I started my own financial research journey. Fueled by a passion for the markets, and dissatisfied by the idea of simply riding out market downturns, I spent years studying professional investors and traders to understand what makes them consistently successful year after year.Over time I came to realize that other professionals in the building industry have similar questions and frustrations, but don’t have the time, energy, or enthusiasm to do the research themselves. Now my goal is to make my strategies available to others that would rather live their life than analyze the markets.By focusing my engineering mentality and logical systematic approach to personal finance and investing, I am on a journey to help 100 families achieve financial freedom.In my free time, you can find me adventuring with my wife, exploring the great outdoors, and pushing my limits. Whether it's skiing down a tight couloir, scaling a towering rock face, or shredding through a challenging mountain bike trail, I am always up for a new challenge.
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Bozeman, Montana, United States
As the founder of Off the Beaten Path Financial, I combine my engineering precision with a passion for finance to help architects, engineers, and business owners navigate their financial paths with confidence. I work closely with clients to design tailored strategies that optimize their assets, manage cash flow, and build lasting wealth. My goal is to.
Bozeman, Montana, United States
Continued prior work from Harvey's after merger.At Williams, I started and grew the Engineering Department from the ground up, building a team of 11 and generating over $1 million in annual revenue within five years. My team designed mechanical, plumbing, and electrical systems for high-end residential and commercial projects. I spearheaded the development.
Bozeman, Montana, United States
At Harvey’s, I started and grew the Engineering Department from the ground up, building a team of 11 and generating over $1 million in annual revenue within five years. My team designed mechanical, plumbing, and electrical systems for high-end residential and commercial projects. I spearheaded the development of a VDC (virtual design and construction).
Billings, Montana Area
During my time at CTA I primarily performed HVAC and plumbing system design. I had the opportunity to work on a wide variety of projects, including hospitals, multi-use high-rises, schools, labs, and more. I designed systems ranging from chilled water to VRF, VAV, hydronic, boilers, heat pumps, and packaged rooftop units.I produced detailed construction.
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Ryan Sullivan, Pe works for Off the Beaten Path Financial.
Ryan Sullivan, Pe is listed as I Craft Personalized Wealth Blueprints for Architects and Engineers | Engineer Turned Financial Planner at Off the Beaten Path Financial.
Ryan Sullivan, Pe is based in Bozeman, Montana, United States while working with Off the Beaten Path Financial.
Ryan Sullivan, Pe has worked for Off The Beaten Path Financial, Williams Plumbing / Williams Civil Construction, Harvey'S, and Cta Architects Engineers.
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Ryan Sullivan, Pe holds Bachelor'S Degree, Mechanical Engineering from Montana State University-Bozeman.
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