RS
Ryan Sullivan
Bozeman, MT
Verified Identity
Owner at
Off the Beaten Path Financial
Years of Experience
3 years
Number of Clients
10
Average Client Size
$250,000
Member Since
2023
Allow Me to Introduce Myself
Meet Ryan Sullivan, PE: Your Financial Engineer
Ryan Sullivan's journey to financial expertise began in the world of Mechanical Engineering. His early career involved designing intricate mechanical and plumbing systems for buildings across the nation. At the young age of 26, driven by a vision to s...
Clientele
Business Owners
New Investors
Inheritors
Services Provided
Investment Management
Financial Planning
Tax Planning
Retirement Planning
Specialties and Expertise
Portfolio Construction
Cryptocurrency & NFTs
Cash Flow Analysis
Business Ownership Strategies
Tax Minimization Inv...
Debt Management
Retirement Income
Alternative Investments
Pricing Models
Flat FeeHourly RateAUM
Education
Montana State University, doctoral university in Bozeman
Bachelor of Science in Mechanical Engineering; Minor in Mathematics
Obtained in 2013
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: September 25, 2025