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Grant Bledsoe

CFA, CFP®, AIF®
Personal Finance, Retirement, Investing
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“Grant Bledsoe, President at Three Oaks Capital Management, is dedicated to improving his clients' lives by organizing and optimizing their finances. ”
Firm:

Three Oaks Capital Management

Job Title:

President

Biography:

Grant Bledsoe is the President at Three Oaks Capital Management, a registered investment advisory (RIA) firm, founded in 2014. Grant and his team work with physicians, attorneys, small business owners, and professionals from all age groups. Unlike most traditional financial planning firms, Grant enjoys working with people who are still building wealth in addition to those who already have wealth. To do so Grant and his team offer financial planning and investment management services. Grant knows medical professionals often struggle with unique financial challenges. The cost of education is extremely high, meaning most enter their profession with a sizable amount of debt. Grant's clients may be highly compensated once they enter the workforce, but how will they balance student debt repayments with contributions to their retirement account?

At Three Oaks Capital, Grant and his team help medical professionals navigate these financial challenges throughout their careers. Rather than spend their time mastering the finer points of personal finance, this guidance frees clients to hone their craft and enjoy their families, passions & hobbies. Grant strives to make financial planning a fun and enjoyable experience for his clients look forward to. He integrates innovative technology with a proprietary financial planning process to ensure a valuable, seamless experience.

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, a Certified Financial Planner, and an AIF® designee. In his free time Grant loves being outside. During the winter you can find him scouring snow reports and planning his next ski trip. In the summers, he enjoys exploring Oregon's hiking trails with his wife and infant son and avidly following the Seattle Mariners.

Education:

BS, Economics & Finance, Ithaca College
MBA, Finance, Ithaca College

Fee Structure:

Fee-Only

CRD Number:

171082

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