Grant Frederick is a Retirement and Tax Planner at Proper Retirement with over two decades of experience. Since 1998, he has dedicated his career to helping clients achieve their financial goals and secure a comfortable retirement. His hands-on approach to wealth management allows him to build personalized strategies tailored to each client’s unique financial situation and life aspirations, earning him a reputation for excellence and integrity in the industry.
Prior to Proper Retirement, Grant served as a consultant for some of the largest money managers in the country, including Fisher Investments, Prudential, and Mercer Advisors. This experience provided him with valuable insights into the various business models that exist within the financial services industry, allowing him to gain a broad perspective on wealth management and refine his expertise in serving his clients. Throughout his career, Grant has received multiple awards and recognitions for his excellence in financial planning and has been invited to speak at numerous organizations to provide education on financial literacy.
Grant holds a degree in International Business from Gettysburg College and continuously works to stay ahead of industry trends and developments to provide the best possible service to his clients. Outside of his professional pursuits, Grant enjoys an active lifestyle and cherishes spending time with friends and family. Whether playing golf, tennis, fishing, or surfing, he embraces the importance of balance and wellness, which complements his dedication to holistic wealth management.