David Grano
Owner / Financial Planner at WealthPlan Partners
- Role
- Financial Planner at Wealthplan Partners
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About David Grano
David Grano and the WealthPlan Partners team provide personalized, objective and…
Experience
Financial Planner
Mar 2011 — Present · Cleveland/Akron, OH, US
Financial Services Professional with extensive experience in business owner planning, client service expertise, investment planning, and financial modeling. Proven financial acumen in applying technical knowledge towards clients’ success with personal financial issues. Delivering excellent service for wealth maximization to both the client and organization. SpecialtiesComprehensive Financial Planning: Investments, Personal Risk Management & Estate Planning.David Grano is a registered representative of Osiac FA, a broker-dealer (member SIPC) and registered investment advisor. WealthPlan Partners is a marketing name for registered representatives of Osaic FA CRN-39••••••••21
Education
Boston University
BA, Economics
1990 — 1994
Weatherhead School of Management at Case Western Reserve University
MBA, Finance Concentration
1996 — 1998
Skills
- Alternative Investments
- Financial Services
- Retirement Planning
- Financial Analysis
- Securities
- Strategic Financial Planning
- Financial Modeling
- Finance
- Financial Planning
- Investment Advisory
- Wealth Management
- Investments
- Estate Planning
- Equities
- Mergers
- Risk Management
- Mergers & Acquisitions
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