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Derive Wealth
- Financial Services
- Pasadena, CA
About this business
Specialties Derive Wealth was founded with a simple mission: to provide 100% honest financial & investment advice. Working with a Financial Advisor can be a nerve wrecking experience. Discussing your investing and personal finance goals can often lead to a vulnerable feeling. Derive Wealth is designed to ease your fears by providing access to an independent and fee only Certified Financial Planner. Our business model is unique. We don't sell products and don't work on commissions. Our only "product" is creating personal fina... read more
Location details
225 S Lake Ave #300, Ste 300, Pasadena, CA, 91101, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Ryan is great to work with and I highly recommend his services.
My wife and I worked with Ryan for just over 2 years. Although I would say that I'm intrinsically motivated when it comes to personal finance (i.e., regularly update our family budget, reallocate our brokerage accounts and retirement investments, align on financial goals as a family), the services offered by Derive Wealth brought us to the NEXT LEVEL. We didn't want to sign up for someone to take over full control of our finances but rather someone who could educate, coach, and advise. Ryan was the triple threat. Derive Weal... read more
Ryan has helped us demystify the financial world and crafted a plan for us to set us up for future success. He’s been incredibly helpful answering questions and running scenarios for every major life decision we’ve had to make since we met him. We are lucky to have met Ryan and couldn’t recommend his services more. Thanks Ryan!
I was looking for a financial/investment consultant for a while. After researching and talking to a few, I really liked Ryan. He spoke lay man terms and most importantly was honest in his pitch. His 401k package makes a lot of sense where he has a flat fee of only $10 per month per account while others charge you a % when you are anyways also going to be charged additional transaction fees. He also has many other financial advising packages at a fair price rate. I recently had more questions outside of the scope of what I am... read more
Ryan is a well spoken and experienced advisor with an approach centered on doing what's best for his clients. I appreciated his flexibility in accommodating my schedule and felt that he truly understood the concerns and desires of my generation. Thanks, Ryan!
Frequently asked questions about Derive Wealth
How is Derive Wealth rated?
Derive Wealth has a 5 star rating with 5 reviews.
When is Derive Wealth open?
Derive Wealth is open now. It will close at 5:00 p.m.
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