
About Three Oaks Wealth

Grant Bledsoe, CFA, CFP®
Founder, Senior Financial Planner

Mehgan Fallahi-Marzooni
Director of Client Operations

Ryan McConnell
Associate Financial Planner
Grant Bledsoe, CFA, CFP®
Founder, Senior Financial Planner
Grant began his career in the financial services industry in 2007. Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Grant held positions at both Smith Barney and American Express.
Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. He holds an MBA and a B.S. in Applied Economics from Ithaca College, along with the following professional designations:
- CFA Charterholder (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
- Certified Exit Planning Advisor (CEPA)
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 chasing around his three kids, coaching little league baseball, and tragically following the Seattle Mariners.
Family
Wife, two sons, one daughter
Favorite Beer
Anchor Steam
Favorite
Band
Red Hot Chili Peppers
Favorite Ski Runs
Blue Sky Basin (Vail, CO), Upper Traverse (Girdwood, AK)
Mehgan Fallahi-Marzooni
Director of Client Operations
Mehgan began her career in customer service management in 2012, with a focus on human resources and client experience. Prior to working for Three Oaks Wealth, she held management positions in several high-volume storefronts for various corporations within the retail and entertainment space. Mehgan is currently in the process of obtaining her BBA and plans to continue pursuing higher education.
In her free time, Mehgan enjoys hiking, photography, and traveling with her husband. She is a proud wife, and pet parent to her cat, Hoover.
Family
Husband & Cat (Hoover, 9 y/o Tabby)
Favorite Cider
Ace Pineapple Cider
Favorite
Place to Hike
Big Sur (CA), Muir Woods (CA), Garden of the Gods (CO)
Favorite Bands
Alt-J, Glass Animals
Ryan McConnell
Associate Financial Planner
Ryan joins Three Oaks Wealth after serving 8 years in the Navy as an Electronics Technician. During this time Ryan traveled the world aboard several aircraft carriers, ultimately earning the Navy & Marine Core Achievement Medal. Upon his honorable discharge in 2018 Ryan obtained a B.S. in Business Administration (Finance) from Sacramento State, and is currently working toward obtaining the CERTIFIED FINANCIAL PLANNER™ designation.
In his free time Ryan enjoys traveling with his wife, rooting for his hometown Sacramento Kings, and posting lower golf scores than Grant.
Family
Wife and dog (Buster, 8 y/o Rat Terrier)
Favorite International Destination
Barcelona, Spain
Favorite
Musicians
Luke Combs, Imagine Dragons
Favorite Sports Teams
Sacramento Kings, San Francisco Giants / 49ers
STANDARDS OF CARE
Our Commitment To You

Integrity
We believe integrity is everything, and strive to earn trust through strong character and values.
Fiduciary
We operate as fiduciaries to all our clients 100% of the time.
Diligence
Our recommendations & services are based on rigorous & thoughtful analysis of your situation.
Communication
We say what we do and do what we say. Period.
Simplicity
We seek to communicate even the most complex strategies in an easy to understand way.
THE THREE OAKS WEALTH DIFFERENCE
Why Choose Us?
We’re Small Business Experts
We have a passion for entrepreneurship, and specific expertise working with small business owners. From technical knowledge of retirement plans to understanding the roller coaster you face on a daily basis, we’re there to help you squeeze the most from your resources & optimize your biggest asset.
We’re Independent
We’re structured as an independent advisory firm, free from one-size-fits all advice and sales quotas. We work as fiduciaries to all our clients 100% of the time, and are not incentivized to push specific products or ideas. This gives us an open canvas to work with when organizing & optimizing your finances.
We’re Tax Forward
We don’t prepare tax returns, but do focus heavily on tax planning. If there’s an opportunity to plan proactively and pay less in taxes we’ll bring it to your attention. And coordinate with your tax professional if needed.
A STRATEGIC PARTNER
How We Can Help You
Organize your business & personal finances to support your life’s ambitions
Plan proactively to pay less in tax at the business and household levels
Optimize cash distributions from your business
Align your investments with your short & long term goals
Structure your exit to get the most out of your biggest asset
Create & manage a company retirement plan to benefit you AND your employees
Get Organized
Schedule a call now to learn how you can optimize your finances.
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