Grant Holdren, a partner of Allied Financial Consultants, LLP, is a graduate from the University of Richmond with a degree in finance and marketing. Grant has been a part of the financial services industry since 2003 and holds FINRA Series 6, 7, 63, and 65 licenses. In addition, Grant is a Certified Financial Planner™professional, a Chartered Life Underwriter®, and a SmartVestor Pro for Dave Ramsey.
Grant resides in Montgomery County with his wife Jennifer and two children. He is active with Holy Ghost Preparatory School, serving on the Board of Trustees.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com