Grant Atwood CFP, CIM,CLU


Grant Atwood is a trusted Investment Advisor and Insurance Specialist. Grant holds a Chartered Investment Manager (CIM®), a Chartered Life Underwriter (CLU®), and a Certified Financial Planner (CFP®) designation. Grant is highly skilled in the financial and technical industry with a commitment to excellence. His proven expertise provides you with the highest level of professional service and support. He takes pride in his personalized approach to financial planning, from creating financial blueprints, planning and structuring investment growth, to managing risk through insurance needs. Grant is dedicated to understanding your unique financial situation and objectives, developing tailored solutions while building financial security and peace of mind. Whether you are looking to build wealth, protect your assets, or plan for retirement, Grant has the expertise to help you achieve your financial goals.

In his downtime, Grant enjoys spending time with his wife, Carmen, and pursuing his passion for cycling, skiing, and traveling. He strongly believes that a well-rounded lifestyle is key to staying energized and focused. He exudes that same level of balance and enthusiasm in his work.