Corey Grant (CFP®, ChFC®)
Corey Grant focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Tax Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Tax Planning
Planning Specialties
With Moran Wealth Management® since 2012, Corey is a Financial Consultant who earned his B.S. in Finance from Florida Gulf Coast University and obtained his CFP® certification in 2017. As a Financial Consultant, Corey guides and advises high net worth clients through need analyses and investment plans. He is dedicated to the stringent standards established by CFP® professionals, which includes a holistic, personalized approach to creating a comprehensive investment plan for each client. He is knowledgeable in various planning aspects, including retirement and income planning, investment and risk management planning, and education planning.
NAPFA Start Date
December 05, 2022
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