Grant Bledsoe (CFA®, CFP®, MBA)

Grant Bledsoe focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Fixed Fee (Subscription, Retainer, etc.)
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Our Services Include

  • Flat fee and comprehensive financial planning
  • Investment management
  • Student loan repayment plans
  • Retirement plan services for small businesses, including management of low cost SEP-IRA, SIMPLE-IRA, 401(k), Profit Sharing, and other qualified and non-qualified plans

Our Philosophy

At Three Oaks Capital we believe that everyone could benefit from a customized financial plan.  While many are comfortable developing a financial plan on their own, there's tremendous value in having a professional help keep you accountable, on track, and ensure you're not missing anything important.  We developed our proprietary financial planning process, Confidence in Advanced Planning, from this perspective.  This process integrates investment strategy, debt management, tax profile, risk management, estate planning, and other aspects of your finances into one formalized strategy. 

Additional Information

Grant started working in the financial services industry in 2007.  Prior to founding Three Oaks Capital Management in 2014, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc.  Grant is a CERTIFIED FINANCIAL PLANNERand a CFA Charterholder.  He is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News.  Grant's focus through Three Oaks Capital Management is on helping his clients make consistently smart financial decisions, avoid mistakes, and live enjoyable and fulfilling lives.

Schedule an Introductory Chat With Grant

NAPFA Start Date

October 24, 2016

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This Office

2377 Gold Meadow Way Ste 100 Gold River, CA 95670-4444 Phone: (916) 318-4849

Other Offices

5200 Meadows Rd Lake Oswego, OR 97035-3202 Phone: (503) 726-1071