Grant Bugner, Cfp®
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Grant Bugner, Cfp® Email & Phone Number

Wealth Advisor, Certified Financial Planner™ at Peak Asset Management, LLC, Colorado
Location: Boulder, Colorado, United States 12 work roles 1 school
1 work email found @morganrosel.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email g****@morganrosel.com
LinkedIn Profile matched
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Current company
Peak Asset Management, LLC, Colorado
Role
Wealth Advisor, Certified Financial Planner™
Location
Boulder, Colorado, United States
Company size
19 employees

Who is Grant Bugner, Cfp®? Overview

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Quick answer

Grant Bugner, Cfp® is listed as Wealth Advisor, Certified Financial Planner™ at Peak Asset Management, LLC, Colorado, a with 19 employees, based in Boulder, Colorado, United States. AeroLeads shows a work email signal at morganrosel.com and a matched LinkedIn profile for Grant Bugner, Cfp®.

Grant Bugner, Cfp® previously worked as Financial Planner, Associate Wealth Advisor at Peak Asset Management, Llc, Colorado and President of the Board of Directors at Listen Foundation Inc. Grant Bugner, Cfp® holds Bba, Finance, Management from Baylor University - Hankamer School Of Business.

Company email context

Email format at Peak Asset Management, LLC, Colorado

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*@morganrosel.com
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AeroLeads found 1 current-domain work email signal for Grant Bugner, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Grant Bugner, Cfp®

I enjoy being a trusted advisor who supports my client’s personal values and goals with unmatched integrity. I eliminate as many conflicts of interest as possible, and do not accept commissions of any kind. I truly value the life-long relationships that I establish with my clients and take great satisfaction in being one of the most trusted people in their lives. I am a native of Houston, Texas and a graduate of Baylor University. Outside of personal finance, I am an avid mountain biker, rock climber and outdoorsman.Please note the views, information, or opinions expressed on this LinkedIn page are of the individuals involved. Postings on LinkedIn from Peak Asset Management, LLC employees are monitored, stored and made available to regulators as requested.

Listed skills include Finance, Cash Flow, Forecasting, Financial Analysis, and 20 others.

Current workplace

Grant Bugner, Cfp®'s current company

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Peak Asset Management, LLC, Colorado
Peak Asset Management, Llc, Colorado
Wealth Advisor, Certified Financial Planner™
Boulder, CO, US
Website
peakam.com
Employees
19
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Company profile
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12 roles

Grant Bugner, Cfp® work experience

A career timeline built from the work history available for this profile.

President Of The Board Of Directors

Current
Listen Foundation Inc

Greenwood Village, Colorado, United States

Director, Executive Board: Feb 2021 - Dec 2023Listen Foundation provides for and assists children who are deaf and hard of hearing and their families, with access to a proven speech, language, and listening therapy method to help them achieve a life of independence.

Jan 2024 - Present

Financial Consultant

Alphagraphics

Developed financial review process with franchisees, meeting 1x1 to identify areas of concern in the financial statements, and suggesting improvements to increase profitability and reduce financial risk

Dec 2018 - Oct 2020

Financial Consultant

Postnet International Franchise Corporation

Lakewood, Colorado, United States

Created financial classroom training course for new franchisees, with an emphasis on cash flow forecasting. Trained new owners in quarterly on-site classroom sessions

Dec 2018 - Oct 2020

Treasury Consultant

Newmont Mining Corporation

Greater Denver Area

Identified potential process improvements and implemented solutions in cash management, accounts payable automation, and banking products and services optimization.

Oct 2018 - Dec 2018

Finance Manager, Business Development - Africa, Brazil, Craft

Molson Coors International At Molson Coors

Denver, Colorado

Acquisition Due Diligence, Business Case Modeling, Budgeting & Forecasting

Nov 2016 - Feb 2018

Global Financial Risk Manager

Molson Coors

Denver, Colorado

Interest Rate, Foreign Exchange, and Global Pension Plan Risk Management

Sep 2015 - Oct 2016

Corporate Finance Senior Analyst

Molson Coors

Denver, Colorado

Capital Structure Optimization, Leverage & Liquidity Management, Capital Allocation, Credit Rating Analysis

Aug 2013 - Sep 2015

Emea Senior Treasury Analyst

Molson Coors

Prague, Czech Republic

IT2 Treasury Management System Implementation

Jul 2014 - Feb 2015

Global Treasury Analyst

Molson Coors

Denver, Colorado

Cash Management, Treasury Operations, Short Term Investments

Jun 2011 - Aug 2013
Team & coworkers

Colleagues at Peak Asset Management, LLC, Colorado

Other employees you can reach at peakam.com. View company contacts for 19 employees →

NB Noel Bennett Noel Bennett Colleague at Peak Asset Management, Llc, ColoradoLouisville, Colorado, United States View → DH Debbie Harper Debbie Harper Colleague at Peak Asset Management, Llc, ColoradoLouisville, Colorado, United States View → JM John Mccorvie, Cfa John Mccorvie, Cfa Colleague at Peak Asset Management, Llc, ColoradoLouisville, Colorado, United States View → JP Julie Pribble, Cfa Julie Pribble, Cfa Colleague at Peak Asset Management, Llc, ColoradoDenver, Colorado, United States View → BM Brittney Murray Brittney Murray Colleague at Peak Asset Management, Llc, ColoradoBroomfield, Colorado, United States View →
1 education record

Grant Bugner, Cfp® education

FAQ

Frequently asked questions about Grant Bugner, Cfp®

Quick answers generated from the profile data available on this page.

What company does Grant Bugner, Cfp® work for?

Grant Bugner, Cfp® works for Peak Asset Management, LLC, Colorado.

What is Grant Bugner, Cfp®'s role at Peak Asset Management, LLC, Colorado?

Grant Bugner, Cfp® is listed as Wealth Advisor, Certified Financial Planner™ at Peak Asset Management, LLC, Colorado.

What is Grant Bugner, Cfp®'s email address?

AeroLeads has found 1 work email signal at @morganrosel.com for Grant Bugner, Cfp® at Peak Asset Management, LLC, Colorado.

Where is Grant Bugner, Cfp® based?

Grant Bugner, Cfp® is based in Boulder, Colorado, United States while working with Peak Asset Management, LLC, Colorado.

What companies has Grant Bugner, Cfp® worked for?

Grant Bugner, Cfp® has worked for Peak Asset Management, Llc, Colorado, Listen Foundation Inc, Morgan Rosel Wealth Management, Alphagraphics, and Postnet International Franchise Corporation.

Who are Grant Bugner, Cfp®'s colleagues at Peak Asset Management, LLC, Colorado?

Grant Bugner, Cfp®'s colleagues at Peak Asset Management, LLC, Colorado include Noel Bennett, Debbie Harper, John Mccorvie, Cfa, Julie Pribble, Cfa, and Brittney Murray.

How can I contact Grant Bugner, Cfp®?

You can use AeroLeads to view verified contact signals for Grant Bugner, Cfp® at Peak Asset Management, LLC, Colorado, including work email, phone, and LinkedIn data when available.

What schools did Grant Bugner, Cfp® attend?

Grant Bugner, Cfp® holds Bba, Finance, Management from Baylor University - Hankamer School Of Business.

What skills is Grant Bugner, Cfp® known for?

Grant Bugner, Cfp® is listed with skills including Finance, Cash Flow, Forecasting, Financial Analysis, Treasury Management, Financial Reporting, Sarbanes Oxley Act, and Treasury.

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