PERSONAL STATEMENT

“My number one priority is to ensure our clients receive a service that is unlike anything they would be given at another firm. Being a fee-only professional allows me to consider the client’s needs first with minimal conflict of interest.”

SUMMARY OF EXPERIENCE

Dave is a financial planning analyst at Vantage Financial Partners Limited. As an analyst, Dave is responsible for many crucial facets in the development of the client’s financial plan including mentoring the planning associate, reviewing client data and providing planning and investment recommendations to the relationship managers. Working towards becoming a relationship manager, Dave participates in client meetings and assists both the client and relationship manager to implement the plan directives.

Dave joined the Vantage team in August 2010, moving from another fee-only financial planning firm where he was an assistant planner. While there, he was able develop his analytical and technical skills that enable him to be proficient in his current role. As an avid financial writer, Dave is involved with online and print media and seeks to educate consumers and fellow professionals. Dave immigrated to the US in 2005 and has since been granted a citizenship status. With a wife and young son, Dave’s goal is to help those in similar situations be prosperous. As a regular attendee of a local church, Dave is involved in the church’s financial ministry.

EDUCATION

Dave received a Bachelor of Science degree with honors in Psychology from the University of the West of England. He has extensively studied various aspects of financial planning through the Boston University’s Institute of Finance. Dave is a CERTIFIED FINANCIAL PLANNER™ professional, a member of both the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He is the founder and current president of NAPFA Genesis, a networking group for students, associates and fee-only planners under the age of 33.

To contact David Grant please call (847) 590-5555, Extension 104, or click here to send him an email.