Grant Bledsoe

CFA, CFP®

Three Oaks Capital Management

President

Grant Bledsoe

CFA, CFP®

Three Oaks Capital Management

President

I really feel like I have the best job in the world. I get to help people conceptualize what their ideal life looks like, and then help them arrange the financial pieces to help them achieve it. - Grant Bledsoe, CFA, CFP®

Grant Bledsoe is a financial planner and the founder of Three Oaks Capital Management.  Grant works primarily with small business owners and professionals, helping them live better lives by making smart financial decisions.  With offices in both Sacramento and Portland, Grant specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Grant Bledsoe is a fiduciary financial planner.

Grant started working in the financial services industry in 2007.  Prior to founding Three Oaks, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc.  Beforehand, he held positions at both Smith Barney and American Express (now Ameriprise Financial).

Grant holds an MBA and a B.S. in Applied Economics from Ithaca College.  He is also a CFA charterholder and a CERTIFIED FINANCIAL PLANNER. Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. 

In his free time Grant loves being outside.  During the winter you can find him scouring snow reports and planning his next ski trip.  In the summers he enjoys exploring hiking trails in the Sierra Nevada mountains with his wife, chasing around his son Ben, and avidly following the Seattle Mariners.

Grant Bledsoe's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)
  • XY Planning Network

Three Oaks Capital Management is a registered investment advisory (RIA) firm, founded in 2014 by Grant Bledsoe.  Our mission is to improve our clients' lives by organizing and optimizing their finances.  To do so we offer financial planning and investment management services.

Three Oaks is a fee-only firm.  This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements.  In addition, as a registered investment advisory firm Three Oaks has a legal obligation to act in a fiduciary capacity.  This means we must do what's in our clients' best interests at all times.  This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Education Planning
  • Estate Services

Ideal Clients

  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Attorneys
  • Retirees and Near Retirees
  • Corporate Executives
  • Young Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Flat Fee Financial Plans
  • % of Assets Under Management
  • Monthly Retainer

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Grant Bledsoe is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Grant Bledsoe is CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Grant Bledsoe is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Grant Bledsoe

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Three Oaks Capital Management: Fee-Only Financial Planning

Published on May 16, 2017

Three Oaks Capital Management is a fee-only financial planning and investment firm. With locations in Sacramento, CA and Portland, OR, Three Oaks helps people live better lives by making smart decisions with their money.

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