Grant is working for the Chartered Financial Analyst® (CFA®) designation and has successfully passed Level One and Level Two!  The CFA® consists of three levels of exams, each requiring a recommended 300+ hours of study, minimum of four years of work experience, and multiple letters of recommendation.  Exams cover Quantitative Methods, Economics, Financial Reporting and Analysis, Portfolio Management, Wealth Planning, and Ethics.

Way to go, Grant!!!

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Our mission is to help you and your family Invest Intentionally®.
Contact us today to start your journey.

Start your journey