Ryan Sullivan, PE

Investment Advisor

Ryan Sullivan is an investment advisor and owner of the registered investment advisory firm Off the Beaten Path Financial. A professional engineer turned advisor with a Series 65 securities license, he provides comprehensive financial planning, cash flow management, and investment management services.

Additionally, he helps individuals plan holistically for their future and make sensible, informed alternative investments, such as gold and digital assets.

Ryan’s Certifications & Training

  • Professional Engineer (PE)
  • Securities Industries Exam (SIE)
  • Series 65 (Uniform Investment Adviser Law Exam)

Ryan’s Education & Memberships

  • Bachelor of Science in Mechanical Engineering, Minor in Mathematics from Montana State University, Bozeman

Recent Articles

Examine our selection of the best gold IRA companies based on our experiences evaluating their offerings. Use our buyer’s guide to learn about gold IRAs, how to create one, and tips for making wise investment choices. Read more.

To fund your investment in precious metals, you might consider rolling over some 401(k) funds to a gold IRA, otherwise known as a 401(k) to gold IRA rollover. Read more.

Investing in gold can help maintain the value of your investment portfolio as a hedge against economic pressures like inflation or economic uncertainty. Luckily, there are many ways one can invest in gold with varying levels of complexity. Read more.

Investors commonly flock to Bitcoin to diversify their portfolios in uncertain times. The currency is often looked at as “digital gold,” and it has become a way for investors to go beyond traditional stocks and bonds. Read more.

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