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Grant Fuller, CFP®

Wealth Manager

Grant serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Grant offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Grant served as a senior wealth advisor at a national investment advisory firm, where he was involved in portfolio construction, financial plan creation and execution, investment management and investment research.

Grant received his Bachelor of Science degree in finance from Western Kentucky University. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Originally from Kentucky, Grant enjoys cheering on the University of Kentucky Wildcats, attending horse races at Churchill Downs and spending time with his wife, Samantha, and son, Jaxon.

Articles by Grant Fuller, CFP®

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