Carl Grund, CFP®, AIF®, CPWA®

Carl Grund, CFP®, AIF®, CPWA®

Financial Advisor

Phone: 703.287.7128
Fax: 703.287.7129
E-mail:


 Carl focuses on working with small businesses and non-profits in helping them to design corporate retirement and executive benefit strategies. With a goal of helping his clients maximize their ability to recruit and retain key talent, thereby giving them the best opportunity to help grow and maximize the value of their business. On an individual level, Carl and his team focus on helping key executives and select individuals to design succession and estate planning strategies to properly exit their business and manage future wealth. Carl believes every financial situation is different and utilizes a customized approach to help his clients achieve their financial goals. This tailored process incorporates regular reviews to help ensure their financial strategies are on track.

Keeping you organized and in-the-know, Carl provides his clients with access to the revolutionary financial software, eMoney. For a brief description of this resource, please watch the following video:

 

  

 

 

 

Professional Credentials
  CERTIFIED FINANCIAL PLANNERTM practitioner
  Accredited Investment Fiduciary (AIF®)
  Certified Private Wealth Advisor (CPWA®)
  FINRA Series 7, 66 Professionally Licensed
  Life and Health Insurance Licensed

Community Involvement
 Devotion To Children: Committee Member

Background
A Baltimore native, Carl attended the University of Maryland and graduated with a Bachelor's of Science in Finance. He gained work experience as an intern with Smith Barney at both the Bethesda and Lutherville, MD offices in addition to working as a loan officer for a small amount of time before joining SFP. Now a resident of Arlington, VA, Carl spends his spare time traveling and playing golf.

More About Carl
  Carl's Bio
  Carl's Service Team
  401(k) Advisory Services
  Investment Management Services
                  Carl's Onboarding Process Timeline
                  SIA Barrons Financial Weekly
                  SIA Insights
                  The SIA Report 
                  SIA Tailwinds
  Retirement Planning Introduction
  Sample Financial Plan
  Carl's Exit Strategies Timeline
  Advanced Insurance Planning Partners

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.