Ryan Derousseau, CFP®
With the ability to work with families, professionals, therapists and the self-employed across the country, he listens, guides and encourages clients to unlock the value of their finances. This builds better life-balance, wealth, and success, while your own goals, patients or client experiences flourish. This is done through a series of analyses, that includes:
- Cash Flow Management
- Goal Development
- Ongoing Tax Optimization
- Investment Strategy or Management
- Wealth and Risk Management
- Financial Independence or Retirement Planning
- Succession Planning
Ryan works in Hauppauge and Huntington, NY but can meet with clients virtually from across the U.S. Growing up in Dallas, he also has deep roots in Texas where he calls home part of the year.
An active writer, Ryan has also been read by millions, published in publications, such as Fortune, Money and Forbes, discussing personal finance, investing and small business issues. You can find his most recent thoughts on the financial and planning space for therapists and the self-employed at PsychologyToday.com and Forbes.com.
Ryan is a CERTIFIED FINANCIAL PLANNER™ with a Master’s in Business and Economic Reporting from New York University and a certificate of Financial Planning from Boston University.
Ryan lives in Huntington, NY with his wife, two kids and two small dogs. You will often find him discussing movies or basketball when not delving into someone’s financial picture or serving as a jungle gym for his children. When he’s not in New York, he’s often visiting family in the Dallas-Fort Worth area
