Thinking Cap Founder, Ryan Derousseau, Ryan Derousseau specializes 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 other life goals. He’s taken his years of experience working for himself and his deep knowledge of the financial space to build a process to help clients align their finances or business with their goals, family and future at the forefront.
With the ability to work with families, professionals, private practice owners and the self-employed across the country, he listens, guides and encourages clients to unlock the value of their finances. This builds better life-balance, wealth, and success, while your own goals, patients or client experiences flourish. This is done through a series of analyses, that includes:
- Investment Strategy or Management
- Ongoing Tax Optimization, Filing and Organizing
- Wealth and Risk Management
- Goal Development
- Financial Independence or Retirement Planning
- Succession Planning
- Cash Flow Management
Ryan is a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent (EA) with a Master’s in Business and Economic Reporting from New York University, an undergrad of University of Texas and a certificate of Financial Planning from Boston University.
An active writer, Ryan has also been read by millions, published in publications, such as Fortune, Money and Forbes, discussing personal finance, investing and small business issues. You can find his most recent thoughts on the managing your finances at Forbes.com.
Ryan lives in Huntington, NY with his wife, two kids and two small dogs. You will often find him discussing movies or basketball when not delving into someone’s financial picture or serving as a jungle gym for his children. When he’s not in New York, he’s often visiting family in the Dallas-Fort Worth area, where he grew up.
Feel free to reach out anytime or find a time on his calendar: Ryan Derousseau’s Calendar.
