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 therapists, private and group practitioners and the self-employed, 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 with their goals, family and future at the forefront.

With the ability to work with therapists and the self-employed across the country, he listens, guides and encourages clients to unlock the value of their business and their finances. This builds a stronger practice, better life-balance and wealth, while your own patient or client experience improves. 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
  • 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.

    I live in Huntington, NY with my wife, two kids and one small dog. You will often find me discussing movies or basketball, when not delving into someone’s financial picture or serving as a jungle gym for my children.

    NAPFA Start Date

    February 10, 2022


    This Office

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