Michael Grimm
Senior Planner at Wayfinder Wealth
- Role
- Senior Financial Planner at Wayfinder Wealth
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Michael Grimm
Wayfinder Wealth was founded to deliver a higher-level, strategic financial plan for the…
Experience
Senior Financial Planner
Sep 2024 — Present · Dallas, TX, US
Education
Thomas Aquinas College
B.A., Liberal Arts
2002 — 2006
Chapman University Fowler School of Law
J.D., Law
2006 — 2009
Ave Maria School of Law
Candidate, J.D., Law
2006 — 2007
Skills
- Insurance
- Life Insurance
- Research
- Finance
- Customer Service
- Civil Litigation
- Series 6
- Series 63
- Analysis
- Retirement
- Iras
- Writing
- Call Centers
- 401k
- Call Center
- Finra Series 6
- 401 K Rollovers
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