Dave Grant, CFP®
Arlington Heights, Illinois Financial Planner
Dave is a Financial Planning Analyst at Vantage Financial Partners, a fee-only financial planning firm in Arlington Heights, IL. In his position, Dave prepares financial plans and provides investment and planning recommendations to Vantage’s Relationship Managers.
As an avid financial writer, Dave is getting involved with online and print media to educate consumers and fellow professionals. Dave is a member of the FPA and NAPFA and serves as founder & current President of NAPFA’s Genesis, which is a resource for planners and associates under the age of 33.
Originally from England, Dave immigrated to the country in 2005 and is now a US citizen. With a wife and young son, Dave’s goal is to help those in similar situations be prosperous. As a regular attendee of a local church, Dave is involved in the church’s educational financial ministry serving its congregation. Dave is an avid watcher of football and keeping up on current events in England.
Dave received a Bachelor’s degree in psychology from the University of the West of England and is also a Certified Financial Planner (CFP®).
Posts by Dave Grant, CFP®:
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Football And Finance,
Oct 15, 2012
[ Family Finances ]
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10 Things An Educator Needs In A Financial Advisor,
Aug 30, 2012
[ Retirement ]
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Three Tips To Maximize Your 403(b),
Jun 29, 2012
[ 401k Center ]
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When Government Pensions and Social Security Meet,
May 29, 2012
[ Retirement ]
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The 5 Documents You Need To Protect Yourself and Your Family,
Dec 30, 2011
[ Family Finances ]
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How to Create a Financial Plan for Your Retirement,
Oct 11, 2011
[ Retirement ]
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Where to Invest Outside of Your 401k,
Aug 18, 2011
[ Investing Strategies ]
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5 Key Factors of Long-Term Care Insurance,
Apr 25, 2011
[ Family Finances ]
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The 5 Things You Must Do To Achieve Financial Freedom,
Feb 18, 2011
[ Family Finances | Featured ]
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The 4 Financial Things You Should Be Doing Now That You’re Retired,
Feb 01, 2011
[ Featured | Retirement ]