Grant Cetola is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. His work history includes roles at Mutual Securities, Intellicents, Orion Advisor Technology, and AXA Advisors, among others. He is based in Overland Park, KS.
Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors nationwide.