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Ryan Derousseau, CFP®

Comprehensive Planning and Wealth Management to Realize Your Financial Goals

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United Financial Planning Group, LLC Ryan Derousseau, CFP®
Hauppauge, NY

Serving Clients Nationwide

Comprehensive Planning and Wealth Management to Realize Your Financial Goals

10 Certified Advisor Reviews™
Rate this Advisor

(631) 234-0871

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Ryan Derousseau. I specialize in working with therapists, private and group practitioners and the self-employed, enabling them to thrive financially so they can focus on clients.

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 business with their goals, family and future at the forefront.

With the ability to work with therapists 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 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
✔️ 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™ Professional

Affiliations

  • Fee Only Network
  • Garrett Planning Network
  • National Association of Personal Financial Advisors
  • XY 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
Book Intro Call

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 our Firm

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 Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Gen X
  • Gen Y / Millennials
  • Therapists

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


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Compassionate Expertise in Financial Planning

✅ Wealthtender Certified Advisor Review™
Sep 4, 2024
Ryan Derousseau, CFP is the best! He is professional and knowledgeable and a nice human! Hire him as soon as you can. Engaging his services has been an excellent decision for us, he has saved us both time and money. Ryan takes the time to research all our questions with promptness and speed. He is an excellent listener and has helped to guide me and our team towards a healthier financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nathilee Caldeira, Ph.D. Group Psychotherapy Private Practice Owner
Nathilee Caldeira, Ph.D. Group Psychotherapy Private Practice Owner

Knowledgable, Supportive, and Made Us Money!

✅ Wealthtender Certified Advisor Review™
Aug 26, 2024
As therapists in private practice, my wife and I wanted expert advice on how to maximize our wealth and long term financial security. Ryan's wealth and depth of knowledge helped us get on a better track right away. He is a great listener, responded to what we wanted from him and for our lives, and he geared his guidance to fulfill our needs. We feel we are on a great track to an abundant future! We would highly recommend him to anyone looking for a financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dr. Glenn Berger
Dr. Glenn Berger

Ryan's Financial Guidance

✅ Wealthtender Certified Advisor Review™
Aug 12, 2024
As a private business owner in the mental health field, I realized I needed professional guidance to help me make sound financial decisions for my business. Ryan has been attentive in answering all of my financial and business questions. He is very diligent at seeking the answers when research is needed. He is trustworthy and reliable. He has provided me with great suggestions and I have been implementing them gradually. I am very thankful for his professional guidance. I recommend Ryan’s services to those small business owners who have questions about their finances but also need a personalized and warm approach to financial growth.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Anonymous Private Practice Owner
Anonymous Private Practice Owner

Very Knowledgeable Financial Guidance

✅ Wealthtender Certified Advisor Review™
Aug 5, 2024
I started working with Ryan because I am a new private practice owner and wanted to make sure that I had the right financial support and guidance from the beginning. Ryan has been very helpful and supportive when listening to my personal and professional goals and ensuring that I am on the right track. Since working with Ryan, I have felt more hopeful that I will be able to reach my goals, both professionally and personally. Ryan seems very knowledgable and has already helped me navigate through some stressful moments with his knowledge and guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Balwindar Kaur PsyD
Balwindar Kaur PsyD

Super helpful for Private Practice Owners

✅ Wealthtender Certified Advisor Review™
Aug 2, 2024
I started with Ryan because of growth in my group private practice. Ryan has provided, in the moment support, as I worked on wage models and financial concerns in my private practice. Alongside his help with practice growth, he has been a great support in helping my family strengthen our vision for our short and long term financial goals. We find his support valuable and he takes initiative in also helping us to challenge ourselves. One initial bit of advice from him was that we are on a solidly good track to our retirement goals. He has stretched our imaginations while also providing continued reassurance that we are already on a good path. I wish we had started with him many years ago! I encourage others to trust his financial wisdom! You will find he cares in a genuine manner while assisting you with your own plans!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Heidi Ramsbottom PhD.
Heidi Ramsbottom PhD.

A Holistic Financial Planner

✅ Wealthtender Certified Advisor Review™
Aug 1, 2024
I was impressed during my initial consultation by Ryan's approach to looking at my financial situation from a holistic perspective. I was in the process of transitioning my business from a group practice psychotherapy service to a solo practice psychotherapy / life coaching service. Ryan's initial approach as a financial advisor was to help me create a comprehensive plan for managing my money in all areas of my personal and professional finances by taking an in-depth look at my income, assets, debts, investments, and goal setting. This approach felt supportive, educational and empowering - all elements that are important while in a life transition.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Eular Murray Gibbs - President, New Freedom in Grace, LLC
Eular Murray Gibbs - President, New Freedom in Grace, LLC

Practical Advice

✅ Wealthtender Certified Advisor Review™
Aug 1, 2024
I've known Mr. Derousseau for almost thirty years. He gives practical advice that are tailored to my financial goals while account for my lifestyle and risk tolerance. I am very grateful that I made the switch from a big brokerage firm that wasn't giving me much for more than Mr. Derousseau's rates. He also takes the time to make sure you understand your investment strategy and always has time to answer my calls and emails.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Kiran Talluri
Kiran Talluri

Helped provide financial clarity

✅ Wealthtender Certified Advisor Review™
Aug 1, 2024
As a new private practice owner I wasn't sure how to prioritize where to allocate revenue. How much should go toward retirement? Emergency Savings? Taxes? My business? Ryan helped develop a plan that provided a lot of clarity and peace of mind, looking on a longer time horizon. When I sit down each month to allocate monthly revenue I now do so with confidence and joy rather than anxiety and uncertainty. I think any private practice owner would benefit from this service!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Private Practice Owner
Private Practice Owner

Amazing financial support

✅ Wealthtender Certified Advisor Review™
Jul 31, 2024
Ryan is super patient and clear and has demystified the saving/investing process for me. The experience has been educational and empowering, especially as a self-employed recent college grad managing my finances for the first time.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daisy
Daisy

Amazing Adult Financial Supervision

✅ Wealthtender Certified Advisor Review™
Jul 31, 2024
I learned about Ryan through a training sponsored by Spruce Health. I came to him a complete financial wreck. I have always been less than stellar with money management. Recently, I took on starting my own counseling business and realized I needed adult supervision to reach my goals and gain accountability. Ryan is very professional, nonjudgmental, and very knowledgeable in the services he provides. He is focusing on my strengths and providing honest feedback, insight, and suggestions. He is respectful in working with me within my current situation and considers where I’m at when he provides his feedback. I highly recommend Ryan for anybody looking for financial guidance no matter what situation you are currently in. Ryan’s expertise and approach is exactly what I need to get me where I want to go.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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Chris Prebble, LPC
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