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Larissa Grantham, CFP®, CDFA®

Larissa Grantham, CFP®, CDFA®

Followers of Larissa Grantham, CFP®, CDFA®650 followers
location of Larissa Grantham, CFP®, CDFA®Chandler, Arizona, United States

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  • Timeline

  • About me

    Wealth Manager at Creative Planning, LLC

  • Education

    • Park University

      2002 - 2004
      BA Business Administration with an emphasis on Finance

    • College for Financial Planning

      2004 - 2006
      CFP Certification Professional Education Program

  • Experience

    • Stepp & Rothwell, Inc.

      Jan 2001 - Aug 2019

      • Partner/Principal Advisor

        May 2018 - Aug 2019

      • Financial Planner

        Jan 2001 - Aug 2019

    • Versant Capital Management, Inc.

      Sept 2019 - Apr 2022
      Senior Wealth Counselor

    • Creative Planning

      Apr 2022 - now
      Private Wealth Manager

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board of Standards, Inc.
      Sept 2006
      View certificate certificate

    • Certified Divorce Financial Analyst (CDFA)

      Institute for Divorce Financial Analysts™
      Aug 2020
      View certificate certificate

    • Client Psychology

      Wharton Executive Education
      May 2021
      View certificate certificate