Sean Granere
Portfolio Manager-Equities at Creative Planning LLC
Profile
Mr. Sean P.
Granere is a Managing Director & Partner at Creative Planning LLC.
He works with clients to develop a cohesive strategy to meet their most complex goals and needs.
This comprehensive approach covers wealth management issues in the areas of investment management, retirement planning, estate planning, business succession planning, insurance, tax, and charitable planning.
His approach focuses first on a thorough understanding of your circumstances in order to provide you with a truly customized plan to achieve your goals.
Prior to joining Creative Planning, Mr. Granere worked at a major national financial services company for over 14 years.
In his most recent Vice President role, he was responsible for building the financial planning process used throughout the Texas and Oklahoma branch network.
He also had vast experience serving as the Vice President Branch Office Manager in Seattle and Houston.
He graduated from Houston Baptist University with a Bachelor of Arts degree in Business and Finance.
Sean Granere active positions
Companies | Position | Start |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 2013-12-31 |
Training of Sean Granere
Houston Baptist University | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 1 |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
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