Carl Grund, CFP®, AIF®, CPWA®

Carl Grund, CFP®, AIF®, CPWA®

Financial Advisor

Phone: 703.287.7128
Fax: 703.287.7129
E-mail:


Positioned to Grow. Positioned to Sell.

As an independent financial advisor, trusted consultant and sounding board, Carl works with select entrepreneurs of small to mid-size businesses with a focus on government contracting.

Carl’s mission is to help these entrepreneurs and business owners position their company for growth through Executive Compensation, 401k Planning and Executive Benefits. Then through successful Exit Planning Strategies including Tax Planning, Estate Planning and Personal Wealth Management, Carl helps his clients maximize and maintain long term wealth.

Carl focuses on bringing together additional resources for a unique holistic solution to help his clients reach their long term goals of growth and business succession.

Specializing in government contracting, Carl has a unique familiarity with the many different avenues of the business.  His professional partnerships and knowledge with contracts, vendors, and understating what resources are needed to propel a business forward, allow him to stand out in the government contracting field.

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:

 

  

Additional Areas of Focus:

  Tax Strategies
  Investment Management
  Cash Flow Planning
  Contingency Planning
  Estate Planning Strategies
  Cash Flow Planning
  Transfer of Stock
  Life & Disability Insurance Planning

Professional Credentials & Awards

  CERTIFIED FINANCIAL PLANNERTM practitioner
  Accredited Investment Fiduciary (AIF®)
  Certified Private Wealth Advisor (CPWA®)
  FINRA Series 7, 66 Professionally Licensed
  Life and Health Insurance Licensed
  2018 Five Star Wealth Manager

 

 

 

 

 

 

 

The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. 

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.