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Toni Grimm, CFP®, CDFA®

Toni Grimm, CFP®, CDFA®

Sales Associate

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location of Toni Grimm, CFP®, CDFA®Boston, Massachusetts, United States

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  • Timeline

  • About me

    Senior Client Advisor at TFC Financial Management, Inc.

  • Education

    • Lehigh University

      1994 - 1998
      Bachelor of Science (BS) Communication, Journalism, and Related Programs

  • Experience

    • BNY

      Sept 1998 - Aug 2003
      Sales Associate

    • Sandy Cove Advisors, LLC

      Jul 2014 - Dec 2021
      Director of Financial Planning

    • TFC Financial Management, Inc.

      Dec 2021 - now
      Senior Client Advisor

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Dec 2020
      View certificate certificate

    • Certified Divorce Financial Analyst®

      Institute for Divorce Financial Analysts™
      Jun 2017