David Grulich

David Grulich Email and Phone Number

Financial Advisor | Partner and Co-Founder @ Legacy Planning
Tallahassee, FL, US
David Grulich's Location
Tallahassee, Florida, United States, United States
David Grulich's Contact Details

David Grulich work email

David Grulich personal email

n/a
About David Grulich

Proper Wealth takes an innovative approach to fee-based financial planning and private wealth management.Our Approach:1. Comprehensive Financial Planning - Fee-based advice on every aspect of your financial life.2. Fiduciary Standard of Care - As Investment Advisor Representatives, we adhere to a fiduciary standard of care, with a professional and ethical obligation to put the interests of our clients first3. Long-Term Relationships – Serving a limited number of clients so we can provide a high standard of service4. Independent Wealth Management – The freedom to create tailored investment portfolios that are fee-based5. Coordinating Advisors – Connecting clients with a team of professionals such as an attorney, CPA, insurance agent, etc.Specializing in serving the medical market and professionals. Each client is catered to based on their professional specialty.Our office is located in Tallahassee, where we typically meet with clients. Relationships can also be developed and maintained remotely, by utilizing Zoom and our financial planning software.Disclosures and Licensing: https://www.pwadvisors.com

David Grulich's Current Company Details
Legacy Planning

Legacy Planning

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Financial Advisor | Partner and Co-Founder
Tallahassee, FL, US
David Grulich Work Experience Details
  • Legacy Planning
    Financial Advisor | Partner And Co-Founder
    Legacy Planning
    Tallahassee, Fl, Us
  • Proper Wealth
    Financial Advisor | Co-Founder
    Proper Wealth May 2020 - Present
    Tallahassee, Florida, Us
    An innovative approach to fee-based financial planning and wealth management.
  • Strategic Wealth Group
    Partner, Financial Advisor
    Strategic Wealth Group Oct 2008 - May 2020
  • Veritas Holdings
    Owner/Partner
    Veritas Holdings Mar 2004 - Oct 2010
  • Us Army
    Infantry
    Us Army Jun 2002 - Mar 2004
    Arlington, Virginia, Us
    Earned a Bronze Star while serving on active duty in Operation Iraqi Freedom and Operation Enduring Freedom

David Grulich Skills

Asset Protection Estate Planning Retirement Planning Holistic Planning

David Grulich Education Details

  • Florida State University
    Florida State University
  • Lawton Chiles High School
    Lawton Chiles High School
    Cum Laude

Frequently Asked Questions about David Grulich

What company does David Grulich work for?

David Grulich works for Legacy Planning

What is David Grulich's role at the current company?

David Grulich's current role is Financial Advisor | Partner and Co-Founder.

What is David Grulich's email address?

David Grulich's email address is da****@****lic.com

What schools did David Grulich attend?

David Grulich attended Florida State University, Lawton Chiles High School.

What are some of David Grulich's interests?

David Grulich has interest in Investing, Real Estate, Politics, Baseball, Economics, Golf.

What skills is David Grulich known for?

David Grulich has skills like Asset Protection, Estate Planning, Retirement Planning, Holistic Planning.

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