Grant Bledsoe
CFP®, CFA®, CEPA, AIF
Three Oaks Wealth
Founder and President
Grant Bledsoe
CFP®, CFA®, CEPA, AIF
Three Oaks Wealth
Founder and President
I specialize in helping business owners optimize income, reduce taxes and invest prudently. - Grant Bledsoe, CFP®, CFA®, CEPA, AIF
Fee-Only Financial Planner serving clients in Sacramento, CA, Portland, OR and across the country.
Grant Bledsoe is a fee-only financial planner located in Sacramento, CA. Grant is the founder and president of Three Oaks Wealth, which focuses on helping people live better lives by organizing and optimizing their finances. As a fee-only, fiduciary, and independent financial advisor, Grant Bledsoe is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 began his career in the financial services industry in 2007. Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Grant held positions at both Smith Barney and American Express.
Grant holds an MBA and a B.S. in Applied Economics from Ithaca College. He is also both 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.
In his free time Grant loves being outside. During the winter you can find him scouring snow reports and planning his next ski trip. In the summers, he enjoys exploring hiking trails in the Sierra Nevada mountains with his wife, chasing around his three kids, and tragically following the Seattle Mariners.
Grant Bledsoe is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Three Oaks Wealth 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Business Owners
- Retirees and Near Retirees
- Small Business Retirement Plans
- Growing Families
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Grant Bledsoe is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Grant Bledsoe is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Grant Bledsoe is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Grant Bledsoe is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Grant Bledsoe is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
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Grant Bledsoe is an Accredited Investment Fiduciary® (AIF)Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
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Grant Bledsoe is a Member of the Sacramento Financial Advisors Network, a group of independent, fee-only financial advisors who are passionate about helping our clients reach their goals
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Grant Bledsoe is Quoted on CNBC: "Uncovering the investment fees you don’t know you are paying"
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Grant Bledsoe is Quoted on Business Insider: "5 easy ways to plan your day to make more money"
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Grant Bledsoe is a Paladin Registry Five Star Financial Advisor
Contact Grant Bledsoe
Office Locations:
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2377 Gold Meadow Way
Suite 100
Gold River, CA 95670 -
5200 Meadows Rd
Lake Oswego, OR 97035
