Anastasia  Wiese,  CFP<sup>&reg;</sup> - Financial Advisor

Anastasia Wiese, CFP®

J.D.

Senior Financial Advisor

Grand Wealth Management

Bridgewater Place, 333 Bridge Street NW
Grand Rapids, MI 49504
(616) 451-4228

General

Anastasia Wiese is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Grand Wealth Management in Grand Rapids, MI and the surrounding communities.

Financial Advisor Overview

As an advisor at Grand Wealth Management, I provide comprehensive financial planning with a fiduciary level of care. I work to help my clients achieve more for themselves, their family, and community.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Irregular Income, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources