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Grant Shaffer, CFP®, MPAS® - Email & Phone Number

Associate Wealth Manager at Flourish Wealth Management®

Grant Shaffer, CFP®, MPAS® is based out of Rosemount, Minnesota, United States and works at Flourish Wealth Management® as Associate Wealth Manager.

Grant Shaffer, CFP®, MPAS®'s Contact Information

Latest update
May 5, 2024
Location
Rosemount, Minnesota, United States

Grant Shaffer, CFP®, MPAS®'s Work History

Associate Wealth Manager
Flourish Wealth Management®
Jan 2022 - Present
Wealth Management Senior Resident
Flourish Wealth Management®
Jun 2020 - Jan 2022
Association of Information Technology Professionals- Tutor Coordinator
University of Wisconsin-Eau Claire
May 2020 - Oct 2021
DECA Finance President
University of Wisconsin-Eau Claire
May 2020 - Jun 2021
FMA - Vice President of Wealth Management
University of Wisconsin-Eau Claire
Dec 2019 - Feb 2021
Seasonal Worker
City of Lakeville
Jun 2017 - Aug 2018

Grant Shaffer, CFP®, MPAS®'s Education

College for Financial Planning
Master's degree
Jun 2022 - Dec 2023
University of Wisconsin-Eau Claire
Bachelor's degree
2018 - 2021
Inver Hills Community College
2016 - 2018

Grant Shaffer, CFP®, MPAS®'s Skills

Microsoft Office
Customer Service
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Leadership

Grant's current employer

Flourish Wealth Management® logo

Flourish Wealth Management®

Description
Flourish Wealth Management is a certified Financial planner and advisor in Edina MN. Our services includes private wealth management, per...
Website
flourishwealthmanagement.com
HQ Location
Edina, MN, United States
Number of employees
2-10
Industry
Financial Services
Latest update
May 1, 2024
Read about Flourish Wealth Management®

Frequent questions about Grant Shaffer, CFP®, MPAS®

What company is Grant Shaffer, CFP®, MPAS® working for?
Grant Shaffer, CFP®, MPAS® works for Flourish Wealth Management®.
What is Grant Shaffer, CFP®, MPAS®'s function at Flourish Wealth Management®?
Grant Shaffer, CFP®, MPAS® is Associate Wealth Manager at Flourish Wealth Management®.
Where is Grant Shaffer, CFP®, MPAS® based?
Grant Shaffer, CFP®, MPAS® is based out of Rosemount, Minnesota, United States.
Who are Grant Shaffer, CFP®, MPAS®'s co-workers?
Grant Shaffer, CFP®, MPAS®'s colleagues are Kathy Longo, Stephanie Temporiti, Joey Fenwick, Michele Lenz, Jay Pluimer.
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Grant's co-workers

Kathy Longo avatar
Kathy Longo
President & Founder
Stephanie Temporiti avatar
Stephanie Temporiti
Wealth Manager
Joey Fenwick avatar
Joey Fenwick
Wealth Manager at Flourish Wealth Management®
Michele Lenz avatar
Michele Lenz
Wealth Manager
Jay Pluimer avatar
Jay Pluimer
Host of the Flourish Insights Podcast
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