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Grant Birkley, CRPC

Grant Birkley, CRPC

Financial Consultant & Wealth Manager

Experienced with private placements and hedge funds, Grant has more than 20 years of experience in providing clients with professional advice designed to help them realize their optimal financial objectives.  Grant's approach is marked by his ability to listen to his clients to understand their risk tolerance and the fianncial needs and goals that are most meaningful to them. By considering each client's financial situation and their vision of the future.  Grant designs a portfolio that helps balance the client's current fianancial requirements wit their long-term aspirations.  Grant holds the Series, 7, 63 and 65 securities registrations as well as applicable insurance licenses.  He also is a Chartered Retirement Planning Counselor, a designation earned from the College of Financial Planning, obtained as a result of advanced training in investment planning, asset management, estate planning and retirement planning.