Grant  Bledsoe

Grant Bledsoe

| CFP®, CFA

Three Oaks Capital Management

916-318-4849

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Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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2377 Gold Meadow Way
Suite 100
Gold River, CA 95670

5200 Meadows Rd
Lake Oswego, OR 97035

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Grant Bledsoe is a financial planner serving clients in the Sacramento, CA, and Portland, OR regions. Three Oaks Capital Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Grant Bledsoe is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Grant Bledsoe is a Fee Only Financial planner serving clients in Sacramento, CA and Portland, OR. Grant Bledsoe is a NAPFA-Registered Financial Advisor.

Grant started working in the financial services industry in 2007.  Prior to founding Three Oaks, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc.  Beforehand, he held positions at both Smith Barney and American Express (now Ameriprise Financial).

Grant holds an MBA and a B.S. in Applied Economics from Ithaca College.  He is also a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER. Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News.

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Three Oaks Capital Management is a registered investment advisory (RIA) firm with offices in Sacramento, CA and Portland, OR.  Our mission is to improve our clients' lives by organizing and optimizing their finances.  To do so we offer financial planning and investment management services.

Three Oaks is a fee-only firm.  This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements.  In addition, as a registered investment advisory firm Three Oaks has a legal obligation to act in a fiduciary capacity.  This means we must do what's in our clients' best interests at all times.  This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way.

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