Ryan Derousseau (CFP®)

Ryan Derousseau focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Investment Advice without Ongoing Management
  • Novice Investors
  • Retirement Plan Investment Advice

Planning Specialties

Financial and Wealth Management

Self-Employment Setup & Design

Career Changes

Long-term Goal Development

Family Financial Planning

DIY Retirement Investing

Spending and Saving Strategies

Additional Information

Ryan Derousseau specializes in working with the self-employed, families managing change and those looking to get more out of their finances. When working with the self-employed, he has a particular specialty with therapists and private and group practitioners, but also works with doctors, writers and engineers, enabling them to thrive financially so they can focus on clients. 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 business or family goals, and secure their future.

With the ability to work with families and the self-employed across the country, he listens, guides and encourages clients to unlock the value of their business and finances. This is done through a series of analyses, that includes:

  • Cash Flow Management
  • Ongoing Tax Optimization
  • Investment Strategy or Management
  • Wealth and Risk Management
  • Financial Independence or Retirement Planning
  • Succession Planning
  • Goal Planning
  • Business Planning
  • 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 one small dog. 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.

    NAPFA Start Date

    February 10, 2022

    Visit Website Download vCard
    Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
    Submit
    Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

    Submit

    This Office

    350 Motor Parkway Suite 300 Hauppauge, NY 11788-3082 Phone: (631) 234-0871 Fax: (631) 584-3763