Grant Meyer, Cfp®, Bfa™, Certified Grief Educator

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator Email and Phone Number

Founder | Financial Planner | Positive Energy Provider @ TruMix Advisors
Grant Meyer, Cfp®, Bfa™, Certified Grief Educator's Location
Minneapolis, Minnesota, United States, United States
Grant Meyer, Cfp®, Bfa™, Certified Grief Educator's Contact Details

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator work email

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator personal email

About Grant Meyer, Cfp®, Bfa™, Certified Grief Educator

I'm enthusiastic about working side-by-side with clients and listening to their needs. I focus on helping people understand the complexities of financial planning and am dedicated to always doing the right thing. By educating clients on financial issues, I enable them to make better decisions and work towards their financial goals.I am a CERTIFIED FINANCIAL PLANNER™ professional, Behavioral Financial Advisor (BFA™), Certified Greif Educator, and have 15 years of experience helping clients. I volunteer my time working to improve financial literacy in the community as a member of the Financial Planning Association. I'm a part of the Public Relations Committee and their Annual Financial Planning Day where pro bono advice is given to those in need. I also volunteer as a financial coach with Wings for Widows where we provide personalized financial wellness coaching to help widows move forward with confidence and hope.

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator's Current Company Details
TruMix Advisors

Trumix Advisors

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Founder | Financial Planner | Positive Energy Provider
Grant Meyer, Cfp®, Bfa™, Certified Grief Educator Work Experience Details
  • Trumix Advisors
    Founder | Financial Planner | Positive Energy Provider
    Trumix Advisors Jan 2021 - Present
    Bloomington, Minnesota, Us
    Unlike other advisors that try to sell something to anyone and everyone, we’re selective of who we work with. We aim to be everything for a limited few and guide them towards their best lives. We strive to build relationships with the people we do our best work with. Rather than having an account with some large company where you're one of many, wouldn't you like to find someone who gets you?
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  • Advisors For Good
    Co-Founder
    Advisors For Good Jun 2021 - Present
    A non-profit, professional organization for financial advisors who want to bring awareness, educate, and advocate for:-Corporate Sustainability and ESG Practices-Socially Responsible & ESG Investing-ESG-Friendly Government Policies-Social Justice, Especially in Climate and Environment
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  • Financial Planning Association Of Minnesota
    Public Relations Committee Member
    Financial Planning Association Of Minnesota Dec 2010 - Present
    Minneapolis, Mn, Us
    FPA of MN is a non-profit focused on promoting financial literacy within our community.The goal of the Public Relations Committee is:-Be the trusted source for financial planning resources in Minnesota-Create public awareness of the importance of the financial planning profession-Fostering the image of FPA MN members as ethical and client-centric advisors
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  • Financial Planning Association Of Minnesota
    Board Member
    Financial Planning Association Of Minnesota Jan 2016 - Jan 2018
    Minneapolis, Mn, Us
    FPA of MN is a non-profit focused on promoting financial literacy within our community. I led the Public Relations team in our efforts to promote FPA of MN.
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  • Fure Financial Corporation
    Wealth Advisor And Information Technology Manager
    Fure Financial Corporation May 2008 - Jan 2021
    Bloomington, Mn, Us
    Worked as a financial advisor helping clients achieve their goals.
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Grant Meyer, Cfp®, Bfa™, Certified Grief Educator Skills

Financial Planning Retirement Planning Wealth Management Finance Certified Financial Planner Investment Advisory Financial Advisory

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator Education Details

  • Concordia University-St. Paul
    Concordia University-St. Paul
    Finance
  • Money Quotient
    Money Quotient
    Fundamentals Of Financial Life Planning
  • Tecnológico De Monterrey
    Tecnológico De Monterrey
    International Business

Frequently Asked Questions about Grant Meyer, Cfp®, Bfa™, Certified Grief Educator

What company does Grant Meyer, Cfp®, Bfa™, Certified Grief Educator work for?

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator works for Trumix Advisors

What is Grant Meyer, Cfp®, Bfa™, Certified Grief Educator's role at the current company?

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator's current role is Founder | Financial Planner | Positive Energy Provider.

What is Grant Meyer, Cfp®, Bfa™, Certified Grief Educator's email address?

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator's email address is gn****@****ail.com

What schools did Grant Meyer, Cfp®, Bfa™, Certified Grief Educator attend?

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator attended Concordia University-St. Paul, Money Quotient, Tecnológico De Monterrey.

What skills is Grant Meyer, Cfp®, Bfa™, Certified Grief Educator known for?

Grant Meyer, Cfp®, Bfa™, Certified Grief Educator has skills like Financial Planning, Retirement Planning, Wealth Management, Finance, Certified Financial Planner, Investment Advisory, Financial Advisory.

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