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Heath Grossman, Cfp® Email & Phone Number
Financial Advisor and Partner
at
Johnson Brunetti Investments
1 work email found
@johnsonbrunetti.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor and Partner
Location
Simsbury, Connecticut, United States
Who is Heath Grossman, Cfp®? Overview
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Quick answer
Heath Grossman, Cfp® is listed as Financial Advisor and Partner at Johnson Brunetti Investments, based in Simsbury, Connecticut, United States. AeroLeads shows a work email signal at johnsonbrunetti.com and a matched LinkedIn profile for Heath Grossman, Cfp®.
Heath Grossman, Cfp® previously worked as Financial Advisor & Partner at Johnson Brunetti Investments and Senior Product Manager - Mutual Funds & 529 at The Hartford. Heath Grossman, Cfp® holds Certificate In Financial Planning from New York University.
Company email context
Email format at Johnson Brunetti Investments
This section adds company-level context without repeating Heath Grossman, Cfp®'s masked contact details.
*@johnsonbrunetti.com
68% confidence
AeroLeads found 1 current-domain work email signal for Heath Grossman, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Heath Grossman, Cfp®
Johnson Brunetti is a premier retirement planning firm serving the Connecticut area. We help retirees get the financial guidance and service they need and deserve to plan for their financial independence. Founded in 2003, we have developed our practice by nurturing and maintaining close, trusted relationships with each of our clients.Regardless of the direction that the stock market and interest rates may take in the future, it's important to have a trusted advisor you can count on to give you the news straight and look after your best interests.Investment Advisory Services offered through JB Capital, LLC
Listed skills include Mutual Funds, Wealth Management, Investments, Retirement Planning, and 18 others.
Current workplace
Heath Grossman, Cfp®'s current company
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9 roles
Heath Grossman, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor & Partner
Current
May 2012 - Present
Senior Product Manager - Mutual Funds & 529
May 2011 - May 2012
Product Development - Equity Research Services
Feb 2010 - May 2011
Assistant Vice President, 529 Product Manager
Jul 2007 - Sep 2009
Wealth Management Consultant
Mar 2005 - Feb 2007
Marketing Associate / Registered Representative
Lmb Advisors
Mar 2003 - Jan 2005
Regional Marketing Associate (Internal Wholesaler)
Apr 2001 - Feb 2003
Financial Advisor
Apr 2000 - Mar 2001
3 education records
Heath Grossman, Cfp® education
Certificate In Financial Planning
Mass Communication; English
Education record
Rockville High School
FAQ
Frequently asked questions about Heath Grossman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Heath Grossman, Cfp® work for?
Heath Grossman, Cfp® works for Johnson Brunetti Investments.
What is Heath Grossman, Cfp®'s role at Johnson Brunetti Investments?
Heath Grossman, Cfp® is listed as Financial Advisor and Partner at Johnson Brunetti Investments.
What is Heath Grossman, Cfp®'s email address?
AeroLeads has found 1 work email signal at @johnsonbrunetti.com for Heath Grossman, Cfp® at Johnson Brunetti Investments.
Where is Heath Grossman, Cfp® based?
Heath Grossman, Cfp® is based in Simsbury, Connecticut, United States while working with Johnson Brunetti Investments.
What companies has Heath Grossman, Cfp® worked for?
Heath Grossman, Cfp® has worked for Johnson Brunetti Investments, The Hartford, Standard & Poor'S, Alliancebernstein, and Morgan Stanley.
How can I contact Heath Grossman, Cfp®?
You can use AeroLeads to view verified contact signals for Heath Grossman, Cfp® at Johnson Brunetti Investments, including work email, phone, and LinkedIn data when available.
What schools did Heath Grossman, Cfp® attend?
Heath Grossman, Cfp® holds Certificate In Financial Planning from New York University.
What skills is Heath Grossman, Cfp® known for?
Heath Grossman, Cfp® is listed with skills including Mutual Funds, Wealth Management, Investments, Retirement Planning, Asset Management, Strategic Financial Planning, Financial Services, and Securities.
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