“One of the reasons I love working with David is that when I call, I talk to him. If my business isn’t important enough for an advisor to spend time with me personally – as I’ve experienced in the past – then I’m doing business in the wrong place. David makes my wealth planning his priority.” – J., Current Client
David Grano’s multi-faceted experience allows him to address his clients’ financial needs in a customized way, taking into consideration a multitude of available options. “Planning for your financial success may seem complicated in today’s world,” he says. “I’ve worked tirelessly over the course of my career to develop a broad knowledge of everything, from complex investment products to evolving tax laws. I drive to innovate on behalf of my clients, always presenting options that meet the goals they have shared with me for their future. I want to help my clients gain a sense of security knowing their wealth is in experienced hands.”
Prior to joining WealthPlan Partners, David was a Partner with a Cleveland-based boutique wealth management firm for 10 years. He is a Registered Representative and Investment Advisor Representative with Lincoln Financial Advisors Corp. His experience also includes working in the mergers and acquisitions department of McDonald Investments and as a market research associate, specializing in earning forecasting and equity analysis.
Grano earned a BA in Economics from Boston University and MBA from Case Western Reserve University’s Weatherhead School of Management. He holds the following licenses: FINRA Series 7 and Series 66, State of Ohio Insurance License, Registered Representative, Investment Advisor Representative, Chartered Retirement Planning Counselor, Estate Planning Council of Cleveland Member.
Grano specializes in providing comprehensive financial planning services for successful individuals, families and business owners. His clients’ goals differ – each plan is personalized – and each relationship unique.