AeroLeads people directory · profile
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® Email & Phone Number
Private Wealth Advisor
at
Capitalis Planning Partners
2 work emails found
@northwesternmutual.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Private Wealth Advisor
Location
Louisville, Kentucky, United States
Who is Grant Meyer, Mba, Cfp®, Chfc®, Ricp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® is listed as Private Wealth Advisor at Capitalis Planning Partners, based in Louisville, Kentucky, United States. AeroLeads shows a work email signal at northwesternmutual.com and a matched LinkedIn profile for Grant Meyer, Mba, Cfp®, Chfc®, Ricp®.
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® previously worked as Founder at Meyer Financial and College Unit Director at Northwestern Mutual. Grant Meyer, Mba, Cfp®, Chfc®, Ricp® studied at The American College Of Financial Services.
Company email context
Email format at Capitalis Planning Partners
This section adds company-level context without repeating Grant Meyer, Mba, Cfp®, Chfc®, Ricp®'s masked contact details.
*@northwesternmutual.com
71% confidence
AeroLeads found 2 current-domain work email signals for Grant Meyer, Mba, Cfp®, Chfc®, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Grant Meyer, Mba, Cfp®, Chfc®, Ricp®
Our mission is to inspire and guide our clients to live life on purpose today by having confidence in how they have prepared for tomorrow. Most of my clients are like me, unsatisfied with the status quo. They are entrepreneurs, people in tech, attorneys, and medical professionals. Individuals that have dedicated themselves to ongoing growth and the creation of a life full of experience and accomplishment. They need a partner that will help them see a complete picture of their financial plan. A plan that allows them the freedom to experience today, to build their wealth for tomorrow and will protect them in the event of the unforeseen. A plan that allows them to grow beyond the status quo. Life doesn’t always go as planned. I learned this lesson, during college, when my mom passed away. Far too young, I had to deal with the loss of my mom coupled with the consequences of her not having a much-needed financial plan. Going through that, I vowed to never leave my family in a similar situation, regardless of the situation. I also vowed to help as many other families and individuals as I could to realize the same peace of mind. As stated above, I have dedicated myself to helping others avoid the same situation I went through. I have also dedicated myself to developing myself and my team so we can provide a wealth of knowledge and outstanding skillset to benefit of our clients. I am a CERTIFIED FIANCIAL PLANNER™ (CFP®) professional and hold my Master of Business Administration (MBA) along with various other industry designations.
Listed skills include Public Speaking, Basketball, Microsoft Word, Powerpoint, and 11 others.
Current workplace
Grant Meyer, Mba, Cfp®, Chfc®, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® work experience
A career timeline built from the work history available for this profile.
Founder
CurrentMy goal is to help successful individuals and families create a financial plan to take them into the future. My clients and I work together to make sure the plan meets the unique needs for their goals and discuss various approaches to get there. I believe in financial education and the need to fully understand your financial plan for greatest success. Some of the financial planning we provide address some of life’s major events:• Getting married• Retirement Planning• Buying a new home• Having children/grandchildren• Funding a child’s education or further pursuing your own• Changing jobs• Accident/illness• Divorce• Losing a loved one• Estate planning
Jun 2017 - Present
College Unit Director
As a College Unit Director, I am responsible for developing and mentoring college financial representatives into highly professional and successful individuals.
Oct 2019 - Aug 2021
Financial Representative College Intern
Feb 2016 - Jun 2017
3 education records
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® education
Education record
Master Of Business Administration (M.B.A.), Business Administration And Management, General
Professional Communication Major, Marketing Minor, 3.86
FAQ
Frequently asked questions about Grant Meyer, Mba, Cfp®, Chfc®, Ricp®
Quick answers generated from the profile data available on this page.
What company does Grant Meyer, Mba, Cfp®, Chfc®, Ricp® work for?
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® works for Capitalis Planning Partners.
What is Grant Meyer, Mba, Cfp®, Chfc®, Ricp®'s role at Capitalis Planning Partners?
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® is listed as Private Wealth Advisor at Capitalis Planning Partners.
What is Grant Meyer, Mba, Cfp®, Chfc®, Ricp®'s email address?
AeroLeads has found 2 work email signals at @northwesternmutual.com for Grant Meyer, Mba, Cfp®, Chfc®, Ricp® at Capitalis Planning Partners.
Where is Grant Meyer, Mba, Cfp®, Chfc®, Ricp® based?
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® is based in Louisville, Kentucky, United States while working with Capitalis Planning Partners.
What companies has Grant Meyer, Mba, Cfp®, Chfc®, Ricp® worked for?
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® has worked for Capitalis Planning Partners, Meyer Financial, and Northwestern Mutual.
How can I contact Grant Meyer, Mba, Cfp®, Chfc®, Ricp®?
You can use AeroLeads to view verified contact signals for Grant Meyer, Mba, Cfp®, Chfc®, Ricp® at Capitalis Planning Partners, including work email, phone, and LinkedIn data when available.
What schools did Grant Meyer, Mba, Cfp®, Chfc®, Ricp® attend?
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® studied at The American College Of Financial Services.
What skills is Grant Meyer, Mba, Cfp®, Chfc®, Ricp® known for?
Grant Meyer, Mba, Cfp®, Chfc®, Ricp® is listed with skills including Public Speaking, Basketball, Microsoft Word, Powerpoint, Email, Organizational Effectiveness, Communication, and Photoshop.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial