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Larissa Grantham, CFP®, CDFA

Wealth Manager
Larissa serves as a Wealth Manager, working closely with her clients to establish and maintain comprehensive financial plans. Larissa practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Larissa’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals. Larissa brings to her clients more than 20 years of experience in the financial services industry. Prior to joining Creative Planning, Larissa was a Partner at an independent investment firm where she served high net worth individuals and families. Larissa was responsible for having a holistic understanding of her clients’ circumstances and worked closely with them to help achieve their goals. Larissa has spent her entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Larissa earned a Bachelor of Administration degree in Business with an emphasis in finance from Park University. Larissa is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and a Certified Divorce Financial Analyst® practitioner as designated by the Institute for Divorce Financial Analysts. Larissa and her husband Russ have two sons – Carter and Grayson. In her spare time, Larissa enjoys reading, watching Chiefs games, traveling, hiking, watching her sons’ piano recitals, and spending time with her family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021