Ryan Burgess
Certified Financial Planner at Blue Oaks Financial
Based in Rocklin, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Rocklin
Industry
Financial Services
Company size
1
Contact information
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r•••••••@twentyoverten.com
Phone
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Background
About Ryan Burgess
I love helping people! Fulfillment from my work comes from being able to guide people into and through retirement. My approach is sharing the perspective that retirement finances aren't all that different from finances while you're working. Then figuring out how to structure your finances to: A) meet your needs and B) be as smooth of a transition as it can. Through Blue Oaks, I offer financial consultations, financial plans, and investment management. To date my consultation count is in the thousands, financial plans are in the hundreds, and investment clients are in the dozens. If non-judgmental, experience, and clear communication appeals to you, I'm your guy. If you've made it this far and think we have some synergy, shoot me a message. It's never too early to plan for retirement. Specialties: Income producing portfolios, retirement planning, investment strategies, unbiased advice, financial plans, financial consultations, investment management, cash flow. Born and raised in the Bay Area but settled outside of Sacramento in the Roseville area. Sports fanatic and lifelong learner, always trying to improve myself. Blue Oaks Financial is a Registered Investment Advisor in the state of California. Ryan Burgess is an Investment Advisor licensed through Blue Oaks Financial
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