Grant Hartvigson CLU, CFP

Grant Hartvigson CLU, CFP has a diverse work experience spanning several industries. Grant is currently a Partner and Managing Director at Beacon Pointe, a registered investment advisory firm. In this role, Grant focuses on providing full-service financial planning and research-driven investments to institutions, retirement-sponsored plans, and high-net-worth individuals and families. Grant utilizes the allWEALTH® approach to help clients make informed decisions and align their wealth with their priorities.

Prior to Beacon Pointe, Grant co-founded Prep Sportswear in 2003 and served as a Director. Prep Sportswear is an ecommerce leader specializing in customized on-demand sportswear and merchandise. The company targets underserved markets and empowers consumers to create personalized products connected to their experiences and affiliations.

Grant also worked at Seattle Children's as a Legacy Advisor, starting in 2005. During their time there, they provided strategic guidance on legacy giving and worked with donors to support the mission of the organization.

Earlier in their career, Grant was a Wealth Advisor at Rainier Financial Group from 1996 to 2021. As a Registered Investment Advisor, they offered objective and unbiased financial guidance to clients. Rainier Financial Group is a comprehensive financial planning and investment advisory firm.

Overall, Grant Hartvigson has built an impressive career in the financial services industry, combining expertise in financial planning, investment advisory, and strategic philanthropy.

Grant Hartvigson CLU, CFP attended the University of Washington from 1993 to 1996. During this time, they pursued a Bachelor of Arts degree at the Foster School of Business, focusing on Finance. In January 2003, Grant Hartvigson obtained the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. No further information about their education history or additional certifications is provided.