Grant Rosen

Certified Financial Planner Financial Advisor @Munn Gray & Associates

Dallas, TX, US

Deliver holistic financial/retirement planning and investment guidance as part of a collaborative, client-first advisory team– Leverage CFP® expertise to craft and implement tailored financial plans aligned with clients’ long-term objectives– Advise on retirement income strategies, tax planning, insurance needs, and cash flow management– Participate as a member of the investment committee, contributing to portfolio management with a goal to outperform benchmarks net of fees– Build and maintain deep, long-term client relationships through consistent, proactive engagement– Monitor financial markets and regulatory developments to deliver informed guidance that addresses clients’ evolving needs

Baylor University

Bachelor of Business Administration - BBA

Arapahoe High School

General Education