Grant E. Piller, CFP®, LUTCF
“Financial Planning is not a single event, but a process that evolves over many years. My vision is to work with my clients throughout their lifetime helping them face any financial challenge that arises.”
Grant holds a Degree in Business and Political Science from the University of Nebraska-Lincoln. With over 10+ years of financial planning experience, Grant is dedicated to connecting with his clients and creating customized plans to fit individual lifestyles.
Grant was privileged to receive the 5 Star Wealth Manager Award for Best in Client Satisfaction in 2010, 2013 & 2015 . Grant is among just 7% of the wealth managers in the Twin Cities area to be chosen for this award*. Grant has been a Massachusetts Mutual Life Insurance Company (MassMutual) Leaders Conference and a Million Dollar Round Table Qualifier every year since 2008.
Grant is a board member for Tubman, a non-profit, based in Minneapolis, MN promoting safe and healthy families, individuals and communities through evidence-based intervention. He’s a mentor to a “Little” with Big-Brothers and Big-Sisters of Minnesota and an eMentor for BestPrep. He is a member of the Minnesotans for Nebraska alumni chapter. In his personal time, Grant enjoys tennis, serving the non-profits he is actively involved in, and traveling to new and exciting destinations with his wife Caitlin and their children.
* The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.