Michael J. Grand, CFP<sup>&reg;</sup> - Financial Advisor

Michael J. Grand, CFP®

CIMA®, CAIA®

Wealth Advisor, Financial Planner, Financial Advisor, Founder

REVUP Private Wealth

380 N. Broadway, Suite 206
Jericho, NY 11753
FINANCIAL ADVISOR'S WEBSITE
(347) 363-2005 CONNECT WITH Michael
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General

Michael Grand is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at REVUP Private Wealth in Jericho, NY and the surrounding communities.

Financial Advisor Overview

Focused on the unique financial planning needs of Non-Traditional Families and LGBTQ+ Investors, Expats, Attorneys, Doctors, Entrepreneurs, Executives, Technologists, Retirees and Retirement Plan Sponsors.

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Financial Advisor Experience

Michael specializes in crafting tailored financial planning strategies for Non-Traditional Families and LGBTQ+ Investors, Expats, Attorneys, Doctors, Entrepreneurs, Executives, Technologists, Retirees and Retirement Plan Sponsors. Michael began his wealth management career 19 years ago. He is passionate about building long-term relationships with clients and crafting a unique personalized plan for them. In 2009, Michael was elected to serve on the FSIX Board of Directors as their first straight ally board member for two years. FSIX was founded in 1983 as the New York Bankers Group which was dedicated to creating networking events to foster LGBT equality in the financial services industry by partnering with major organizations and LGBT community groups. As a proud participant of multiple PRIDE committees throughout his career at MassMutual and PIMCO —enriching his approach and ensuring inclusivity in all financial planning aspects—his areas of specialization include: Tax Planning Strategies, Tax Efficient Withdrawal Strategies, Tax Efficient Investing Estate Planning Strategies for Individuals, Business Owners, Traditional and Non-Traditional Families, Business Owners, Widows/Widowers, LGBTQ+ and Special Needs Children. Investment Management (Discretionary & Non-Discretionary) Traditional and Alternative Investments Risk Management- Insurance Policy Reviews for Life, Disability and Long-Term Care Employer Sponsored Retirement Plans Pensions Social Security Optimization Medicare planning & premium calculation After graduating from the University at Buffalo in 2005 he held positions with JPMorgan Chase, Alliance Bernstein, MassMutual, PIMCO and Fidelity Investments. Michael leverages his diverse work experiences to help clients achieve financial security and peace of mind. He holds the CFP®, CIMA®, and CAIA® designations, demonstrating his commitment to excellence and continuous learning in the field of finance. He holds the Series 6, 7, 63, 65, and 24 licenses along with the Life, Health, Accident Insurance licenses. Michael lives on the Upper East Side in Manhattan with his wife Hillary and their two children. For fun he enjoys snowboarding, tennis, biking, listening to music and spending time his family and friends.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)

Insurance Licenses

  • Life insurance: CT FL GA IL MA MD MI MN NC NJ NY NV PA RI TX VI
  • Health/disability insurance: CT FL GA IL MA MD MI MN NC NJ NY NV PA RI TX VI
  • Fixed annuities: CT FL GA IL MA MD MI MN NC NJ NY NV PA RI TX VI
  • Variable annuities: CT FL GA IL MA MD MI MN NC NJ NY NV PA RI TX VI

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Broker-Dealer Disclaimer

Securities and investment advisory services offered through Osaic Wealth, Inc member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of OsaicWealth. Additional insurance services offered through New York Financial Partners, Inc., who is not affiliated with Osaic Wealth Inc.
FINRA BrokerCheck

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Cross-border Planning, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Corporate Finance, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Irregular Income, Insurance, Job Loss, Real Estate, Minority Financing, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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