HARRY GRANT, CPFA™, CEPA®
Click Here to Schedule an Appointment with Harry
PROFESSIONAL BACKGROUND
My background includes all operational aspects of several successful small businesses from family enterprises, a corporate management unit, consulting for A/R management, managing a series of self-governing organizations, and culminating in a start up to exit transition of a service-based business. I transitioned to a financial services business to serve my clients and especially business owners and managers. Based on these experiences, along with my business education, I know a solid financial plan can be a way to help your business grow and prosper. As a fellow entrepreneur, I specialize in creating a specific plan with measurable indicators, which can guide your business toward financial success, regardless of your business phase. I understand that while there are industry nuances, there are common success strategies. I know what it takes, as well the sacrifices you as an owner, make to provide service to your stakeholders, such as your clients, your employees, your suppliers, your investors, and your family. I provide real-life resources from hard won experiences, which can reveal your finances in a new light. I strive to use tools I offer for your business, to help move it towards your success goals, each step of the way.
It’s my duty to act in your best interest and to make full and fair disclosures of material facts or conflicts of interest, if any. My goal is the cultivation of financial client-coaching relationships, which builds financial enhancement for enjoyment of your life.
EDUCATIONAL BACKGROUND
Harry holds Series 7 & 66 Securities Licenses with LPL Financial, and Texas Life and Health Licenses. He has satisfied the NAIC suitability in Annuity training and maintains his certification in Texas Long Term Care Partnership program.
Harry attained the Certified Fiduciary Plan Advisor (CPFA™) designation and the Certified Exit Planning Advisor (CEPA®) designation.
He received his Bachelors in Business Administration from the University of Georgia, Terry College of Business, School of Finance, Insurance, and Real Estate,
COMMUNITY SERVICE
Harry believes that community service is important because local issues are solved by local people.
He serves currently as Treasurer of the Cedar Hill Chamber of Commerce, Cedar Hill, TX to support the business community, and as a board member of the Cedar Hill Senior Senate to assist a vital part of our society, seniors and their unique issues.
Harry is currently the General Manager of the Cedar Hill branch of the American Club Association (ACA) Business Club, an association of 14 clubs across the country and internationally which supports building professional business relationships, professional development, and business growth.
He served formerly as Senior and Junior Vice Commander for the Disabled American Veterans Auxiliary, Unit 42, Grand Prairie, TX in honor of our Veterans, including several family members who served our country. He is still an active volunteer with the unit.
He also supports with time, service, or resources several organizations such as Foreknown Ministries, Helping Us Help Her, Book Drive for Kids, Justice Reform, Granite City Life Skills, Ultimate Healing Kit, and the Grand Prairie Historical Organization (Past Secretary and Pioneer Day Chairperson).