Three Oaks Capital Management
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 Capital Management, 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 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.
Grant Bledsoe is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Business Owners
- Retirees and Near Retirees
- Small Business Retirement Plans
- Growing Families
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Grant Bledsoe is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Grant Bledsoe is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Grant Bledsoe is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Grant Bledsoe is a Member of the XY Planning Network
The 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.
Contact Grant Bledsoe
2377 Gold Meadow Way
Gold River, CA 95670
5200 Meadows Rd
Lake Oswego, OR 97035