RICHARD GRANT

CLIENT SERVICE ASSOCIATE

Richard Grant
Richard GrantClient Service Associate
  • Started working in the financial services industry in 2018 and interned with multiple wealth management firms before joining CJM in 2021
  • Graduated from Virginia Tech with a Bachelor of Science degree in Financial Planning in 2020
  • Member of the Financial Planning Association (FPA) since 2018

Rich is passionate about financial planning and chose this profession to help people reach their life goals as well as gain freedom from the anxiety and overwhelm often associated with finances.  Today, he takes the stress out of client paperwork and assists the team to deliver the high-quality service clients deserve.

Even after backpacking solo across Europe for four months he still has a lot of the world to see. Unexplored frontiers next on the list include Spain, Portugal and much of Eastern Europe. At heart he is a scruffy vagabond with a penchant for meditation and philosophy. He also enjoys spending time with friends, photography, and all things music.