Ryan Derousseau
Financial AdvisorCFP®, EA
Ryan specializes in working with growing families, career changers, mid-to-late career professionals, therapists, private and group practitioners, and the self-employed \u2014 enabling them to thrive financially so they can focus on other life goals.
Approach
With the ability to work with families, professionals, therapists, and the self-employed across the country, Ryan 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.
He’s taken his years of experience working for himself and his deep knowledge of the financial space to build a process to help clients align their finances or business with their goals, family, and future at the forefront.
Areas of Focus
Cash Flow Management • Goal Development • Ongoing Tax Optimization • Investment Strategy or Management • Wealth and Risk Management • Financial Independence or Retirement Planning • Succession Planning
Published Work
An active writer, Ryan has 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.
Personal
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.
Designations
Education
- Master’s in Business and Economic Reporting — New York University
- Certificate of Financial Planning — Boston University
Location
Hauppauge & Huntington, NY (also serves clients virtually nationwide)
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