Sean Granere

Sean Granere

Portfolio Manager-Aktien bei Creative Planning LLC

Finance
Consumer Services

Profil

Mr. Sean P.
Granere is a Managing Director & Partner at Creative Planning LLC.
He works with clients to develop a cohesive strategy to meet their most complex goals and needs.
This comprehensive approach covers wealth management issues in the areas of investment management, retirement planning, estate planning, business succession planning, insurance, tax, and charitable planning.
His approach focuses first on a thorough understanding of your circumstances in order to provide you with a truly customized plan to achieve your goals.
Prior to joining Creative Planning, Mr. Granere worked at a major national financial services company for over 14 years.
In his most recent Vice President role, he was responsible for building the financial planning process used throughout the Texas and Oklahoma branch network.
He also had vast experience serving as the Vice President Branch Office Manager in Seattle and Houston.
He graduated from Houston Baptist University with a Bachelor of Arts degree in Business and Finance.

Aktive Positionen von Sean Granere

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.01.2014
Alle aktiven Positionen von Sean Granere

Ausbildung von Sean Granere

Houston Baptist University Undergraduate Degree

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