Ryan Sullivan

Live With No Limits | Unlocking Freedom & Flexibility for Architects & Engineers | Grow Your Wealth & Your Firm

Role
Founder Financial Planner at Off The Beaten Path Financial
Location
Bozeman, MT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ryan Sullivan

I started my career as a Mechanical Engineer designing mechanical and plumbing systems…

Experience

  1. Founder Financial Planner

    Off The Beaten Path Financial

    Sep 2022 — Present · Bozeman, MT, US

    As the founder of Off the Beaten Path Financial, I combine my engineering precision with a passion for finance to help architects, engineers, and business owners navigate their financial paths with confidence. I work closely with clients to design tailored strategies that optimize their assets, manage cash flow, and build lasting wealth. My goal is to simplify the complex world of financial planning, allowing my clients to focus on what matters most—whether it’s growing their business, pursuing personal passions, or achieving financial abundance.I’m committed to providing personalized, one-on-one financial planning and investment management services that are designed to empower decision-making and give my clients peace of mind. At Off the Beaten Path Financial, every financial journey is unique, and I’m here to help guide the way.

Education

  • Montana State University-Bozeman

    Bachelor's degree, Mechanical Engineering

    2009 — 2013

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Ryan Sullivan — Founder Financial Planner at Off The Beaten Path Financial in Bozeman, MT, US | Unifers