Juan Grau, CPA

Juan Grau, CPA, is a distinguished Private Wealth Manager at Creative Planning, a renowned firm offering a wide array of comprehensive wealth management services such as investment management, financial planning, charitable planning, tax planning, and estate planning.

With Creative Planning managing $225 billion in combined assets under management & advisement as of 12/31/21, Juan's expertise spans across catering to clients nationally and internationally, consistently delivering top-tier financial solutions.

Juan's specialties include Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, and Risk Management.

He pursued his education diligently, accumulating knowledge by completing a Master of Science (MS) in Tax & Financial Planning at Bentley University - McCallum Graduate School of Business, and a Bachelor of Science (BS) in Accounting at the University of Florida.

Prior to his current role, Juan held key positions at distinguished establishments, including being a Private Wealth Manager and a Financial Planner - Family Office at Goldman Sachs Ayco Personal Financial Management.