We create personal financial plans designed around 5 key elements. Our flat fee pricing structure aligns with our values: provide honest advice with full transparency. - Ryan Miyamoto, CFP®, MBA
Derive Wealth is a Fee-Only Financial Advisor located in Pasadena, CA, serving clients locally and across the country.
Ryan Miyamoto is a Pasadena, CA fee-only financial advisor. Derive Wealth provides flat-fee personal financial planning, investment advice, and small business planning designed to organize and simplify your life. As a fee-only, fiduciary, and independent financial advisor, Ryan Miyamoto is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ryan Miyamoto is the Managing Director at Derive Wealth in Pasadena, CA.
I help busy individuals, families, and small business owners make smarter financial decisions by designing custom financial plans. My plans help guide you through life's journey. Take the worry out of your taxes, create a lifestyle budget you can stick with, an investment strategy aligned with your goals, and asset protection to guard against an unknown future. Get started today by getting to know me and experience a refreshing approach to financial planning.
Ryan Miyamoto 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.
WHO WE ARE #1: 100% Responsible.
I am legally accountable for the financial advice I give.
In the financial world, that means I have a fiduciary duty. To you, it simply means any recommendations I provide must be in your best interest. 100% of the time.
WHO WE ARE #2: 100% Conflict Free.
I do not sell any products and do not work on commissions.
If you are going to trust your life savings to someone, it is imperative you understand their motives. At Derive Wealth, my only motive is to get you to your goals.
WHO WE ARE #3: 100% Transparent.
You will know exactly what you pay for.
Our flat fee financial planning pricing structure is fully transparent. No hidden costs and no percentage fees based on how much money you have.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Equity Compensation
- Flat Fee Pricing
- Virtual Meetings
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ryan Miyamoto is a NAPFA-Registered Financial Advisor
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.
Ryan Miyamoto 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.
Contact Ryan Miyamoto
225 S. Lake Ave. Ste. 300
Pasadena, CA 91101