Sammy Grant (CFP®, CLU, CPA, JD)
Sammy Grant focuses in the
following client markets or areas of practice:
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
I was a CPA and attorney before beginning a career in wealth management. To compliment my planning background, I've also achieved designations and certifications related to insurance, real estate, and financial planning. Although investments form the core of all our client relationships, we strive to offer a broad array of planning services to those who are interested.
Additional Information
I take great pride in our firm which is one of the fastest growing NAPFA firms according to the Atlanta Business Chronicle. When out of the office, I am very involved with several local non-profits, I'm an active cyclist and triathlete and most importantly, I have a beautiful wife and three children.
NAPFA Start Date
July 25, 2005
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