Ryan Derousseau, CFP®
Comprehensive Planning and Wealth Management to Realize Your Financial Goals
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Serving Clients Nationwide
Comprehensive Planning and Wealth Management to Realize Your Financial Goals
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Ryan Derousseau, CFP®
Hi, I'm Ryan Derousseau. I specialize in working with growing families, career changers, mid-to-late career professionals, therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on clients and life.I’ve taken my years of experience working for myself and my deep knowledge of the financial space to build a process to help clients align their career, finances and business with their goals, family and future at the forefront.
With the ability to work with families, individuals and the self-employed across the country, I listen, guide and encourage clients to unlock the value of their business and their finances. This builds better life-balance and wealth. This is done through a series of analyses, that includes:
✔️ Cash Flow Management
✔️ Goal Development
✔️ Ongoing Tax Optimization
✔️ Investment Strategy or Management
✔️ Wealth and Risk Management
✔️ Financial Independence or Retirement Planning
✔️ Succession Planning
You can find more about my services at thinkingcapfinancial.com or Unitedfpg.com.
Feel free to reach out anytime or find a time on my calendar by clicking the 'Book Intro Call' button on this page.
I'm also an active writer, who has been read by millions, published in publications, such as Fortune, Money and Forbes, discussing personal finance, investing and small business issues.
You can find my most recent thoughts on the financial and planning space for therapists and the self-employed by clicking the Highlights tab on my profile and visiting the links to Psychology Today, Forbes, and YouTube.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Garrett Planning Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Garrett Planning Network
Primary Location
350 Motor Parkway, Suite 300 Hauppauge, NY, 11788
Additional Locations
📍 1979 Marcus Ave Suite 210 Lake Success, NY 11042
📍 14 Penn Plaza 9th Floor New York, NY 10122
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About United Financial Planning Group, LLC
United Financial Planning Group embodies a philosophy that financial guidance should be as transparent as it is insightful. We stand as a bastion of impartial advice in an industry too often swayed by commission-based recommendations. Our fee-only structure cements our commitment to place our clients’ interests at the forefront of everything we do.At the core of our firm, a team of CERTIFIED FINANCIAL PLANNER™ professionals and CPAs uphold the highest fiduciary standards, forging a path for our clients’ financial success through a fusion of financial planning, tax expertise, and wealth management. Our multifaceted approach ensures that every aspect of our clients' financial health is nurtured toward growth and resilience.
The Comprehensive Financial Planning Services at UFPG:
✅ Investment/Wealth Management – Crafting portfolios that resonate with our clients' ambitions and risk appetites.
✅ General Planning – Offering strategic guidance to navigate life’s financial complexities.
✅ Scenario Planning – Preparing for the ‘what ifs,’ ensuring readiness for future financial landscapes.
✅ Retirement Services – Mapping out journeys towards fulfilling and financially secure retirements.
✅ Employer Services – Tailoring benefits to meet the needs of businesses and their employees.
✅ Tax Advisory and Preparation – Integrating tax efficiency into every financial strategy.
Our Values:
The title “financial planner” is not a protected term, but the trust you place in one should be sacred. In a field peppered with agents and brokers driven by commission, our firm rises above with an unwavering pledge to fiduciary duty. We believe expertise should extend beyond the realm of sales; our proficiency is grounded in years of dedicated financial study and client advocacy.
Retirement isn’t just a chapter in your life; it’s the culmination of a lifetime's journey. It deserves more than just passing attention; it warrants comprehensive, expert-led planning. With decades of collective experience and a staunch dedication to our clients’ well-being, United Financial Planning Group isn’t just a participant in your financial planning process; we are your devoted guides, committed to illuminating the path to your financial future.
Founded in 2008, United Financial Planning Group has locations in Manhattan, Hauppauge, and Lake Success, but has clients nationwide. Our firm currently has over $200M in Assets Under Management.
Education
The University of Texas at Austin, Liberal Arts, English | New York University, Masters, Business & Economic Reporting
Hobbies and Interests
- Family
- Writing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Gen X
- Gen Y / Millennials
- Therapists
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Write a Review
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Compassionate Expertise in Financial Planning
Knowledgable, Supportive, and Made Us Money!
Ryan's Financial Guidance
Very Knowledgeable Financial Guidance
Super helpful for Private Practice Owners
A Holistic Financial Planner
Practical Advice
Helped provide financial clarity
Amazing financial support
Amazing Adult Financial Supervision
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