Michael C. Grannis, Cfp®, Chfc®

Michael C. Grannis, Cfp®, Chfc® Email and Phone Number

Vice President – Senior Wealth Financial Advisor @ Wells Fargo Advisors
Fresno, CA, US
Michael C. Grannis, Cfp®, Chfc®'s Location
Metropolitan Fresno, United States
Michael C. Grannis, Cfp®, Chfc®'s Contact Details

Michael C. Grannis, Cfp®, Chfc® work email

Michael C. Grannis, Cfp®, Chfc® personal email

About Michael C. Grannis, Cfp®, Chfc®

Michael C. Grannis is a Senior Wealth Management Banker located in the Pacific North division of Wells Fargo Private Bank with more than 15 years of experience in financial services. Michael specializes in developing and implementing tailored credit, deposit, and cash management strategies for clients.Prior to beginning his career, Michael graduated from San Diego State University with a Bachelor of Business Administration. He then went on to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Chartered Financial Consultant® (ChFC®) designation from The American College./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. NMLSR ID 399801.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Michael C. Grannis, Cfp®, Chfc®'s Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

View
Vice President – Senior Wealth Financial Advisor
Fresno, CA, US
Employees:
14520
Michael C. Grannis, Cfp®, Chfc® Work Experience Details
  • Wells Fargo Advisors
    Vice President – Senior Wealth Financial Advisor
    Wells Fargo Advisors
    Fresno, Ca, Us
  • Wells Fargo Private Bank
    Vice President, Senior Wealth Management Banker
    Wells Fargo Private Bank Jul 2015 - Present
    Fresno, Ca
    As a Senior Wealth Management Banker, Michael specializes in developing and implementing tailored credit, deposit, and cash management strategies for clients.
  • Merrill Lynch Wealth Management, Bank Of America Corporation
    Financial Advisor
    Merrill Lynch Wealth Management, Bank Of America Corporation Jun 2014 - Jul 2015
    Fresno, California Area
    - Wealth manager for high net-worth individuals and institutions- Implement liquidity based strategies for client base- Assist individuals and institutions with qualified and taxable investment and lending decisions- Specialize in multi-generational wealth transfer strategies and retirement income solutions- Take a holistic approach to clients financial well-being
  • Morgan Stanley Wealth Management
    Financial Advisor
    Morgan Stanley Wealth Management Sep 2007 - Jun 2014
    Beavercreek, Oh
    - Wealth manager for high net-worth individuals and institutions- Implement liquidity based strategies for client base- Assist individuals and institutions with qualified and taxable investment and lending decisions- Specialize in multi-generational wealth transfer strategies and retirement income solutions- Take a holistic approach to clients financial well-being
  • Bridgestone
    Regional Corporate Account Specialist
    Bridgestone Jun 2006 - Sep 2007
    Nashville, Tn And Dallas, Tx
    - Serviced 277 points of sale/clients in 8 states- Built and maintained lasting relationships with points of sale/clients

Michael C. Grannis, Cfp®, Chfc® Skills

Retirement And Cash Flow Planning Strategies Financial Strategies Retirement Savings Legacy Planning Strategies Balance Sheet Planning Strategies Investment Planning Strategies Relationship Management Wealth Transfers Strategies Retirement And Income Planning Strategies Asset Allocation Wealth Management Strategies Financial Services Wealth Planning Strategies Closely Held Business Planning Strategies Executive Compensation Planning Strategies Multigenerational Wealth Transfer Tax Efficient Planning Strategies Charitable Gifting Strategies Tax Efficient Strategies Domestic Partnership Planning Strategies Risk Management Strategies Business Succession Planning Strategies Retirement Retirement Savings Strategies Business Owner Planning Strategies Philanthropic Planning Strategies Multigenerational Wealth Transfer Strategies Retirement Planning Strategies Trust Services Asset Allocation Strategies

Michael C. Grannis, Cfp®, Chfc® Education Details

  • San Diego State University-California State University
    San Diego State University-California State University
    Business Administration

Frequently Asked Questions about Michael C. Grannis, Cfp®, Chfc®

What company does Michael C. Grannis, Cfp®, Chfc® work for?

Michael C. Grannis, Cfp®, Chfc® works for Wells Fargo Advisors

What is Michael C. Grannis, Cfp®, Chfc®'s role at the current company?

Michael C. Grannis, Cfp®, Chfc®'s current role is Vice President – Senior Wealth Financial Advisor.

What is Michael C. Grannis, Cfp®, Chfc®'s email address?

Michael C. Grannis, Cfp®, Chfc®'s email address is mi****@****ail.com

What schools did Michael C. Grannis, Cfp®, Chfc® attend?

Michael C. Grannis, Cfp®, Chfc® attended San Diego State University-California State University.

What are some of Michael C. Grannis, Cfp®, Chfc®'s interests?

Michael C. Grannis, Cfp®, Chfc® has interest in Poverty Alleviation, Health.

What skills is Michael C. Grannis, Cfp®, Chfc® known for?

Michael C. Grannis, Cfp®, Chfc® has skills like Retirement And Cash Flow Planning Strategies, Financial Strategies, Retirement Savings, Legacy Planning Strategies, Balance Sheet Planning Strategies, Investment Planning Strategies, Relationship Management, Wealth Transfers Strategies, Retirement And Income Planning Strategies, Asset Allocation, Wealth Management Strategies, Financial Services.

Who are Michael C. Grannis, Cfp®, Chfc®'s colleagues?

Michael C. Grannis, Cfp®, Chfc®'s colleagues are Wayne Toennies, Leo Walker, Mark Hines, Daniel Flores, Olivia Lawler, Charles Grummon, 韦覃琛.

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