Michael Grand

Background

About Michael Grand

347) 363-2005 I specialize in crafting tailored financial strategies to help Founders/Business Owners, Professionals, Retirees and the LGBTQ+ community achieve their goals. With over 19 years of experience in the financial services industry and participating in multiple PRIDE groups and committees, I have developed a strong expertise in developing unique personalized planning strategies inclusive of alternative investments, tax planning strategies, estate planning education traditional and non-traditional families, investment management, risk management, and company retirement plan reviews/benchmarking and retirement income planning strategies inclusive of guaranteed income sources, pensions, social security optimization, and tax efficiency withdrawal strategies. I hold the CFP®, CAIA® and CIMA® designations, which demonstrate my commitment to excellence and continuous learning in the field of finance. I also have the Series 7, 6, 63, 65, and 24 licenses issued by the Financial Industry Regulatory Authority (FINRA), along with my Life, Health and Accident Insurance License. I am passionate about building long-term relationships with my clients and providing them with personalized and comprehensive financial solutions. My mission is to help them achieve financial security and peace of mind.