Cfp® Carl Grund
Cfp® Carl Grund
Carl Grund, Cfp®, is an independent financial advisor based in Virginia, specializing in Executive Compensation, 401k Planning, Executive Benefits, Exit Planning Strategies, Tax Planning, Estate Planning and Personal Wealth Management. He has a unique familiarity with government contracting and focuses on advising entrepreneurs and business owners in small to mid-size businesses, helping them position their company for maximum growth and long-term success with a holistic solution that includes additional resources. Grund studied Executive Education For Certified Private Wealth Advisor Designation at The University of Chicago Booth School of Business, Financial Planning Designation at Georgetown University, and B.S. in Finance at the University of Maryland - Robert H. Smith School of Business. He is licensed to sell Insurance Products in VA, MD, DC, AZ, AL, NY, SC, TX, CA, FL, CO, and Securities in MD, DC, VA, FL, CA, TX, NV, SC. Grund works as a financial advisor at Signature Financial Partners, LLC, and previously served as an intern at Smith Barney.