Christopher Grande, MSIM

Current

• Managing Partner at Heritage Financial Group, Inc.
• Principal at Walnut Hill Advisors (Sole Proprietorship)

Education

• College for Financial Planning
• Boston University
• Tufts University

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Recommended

5 people have recommended Christopher

Connections

144 connections

Industry

Investment Management

Websites

• My Company
• My Blog

Christopher Grande, MSIM’s Summary

Mission:

Help People Align Their Finances to Their Values So They Can Enjoy a Higher Quality of Life

Focus on:

1. Values-Based financial Planning(TM) when your values are clear your decisions are easy. Helping individuals create financial plans that reflect their values and implement them so they can focus on enjoying their lives, not on money worries.

2. Consulting, researching and installing customized benefits for companies - 401(k), health insurance, disability, life insurance; For small companies we can save them tremendously on their costs. We have saved companies 75% on 401(k) admin fees, and cut health insurance costs by 10-20%.

3. Real estate transition - we have helped and advised numerous people downsize from their home. For example, we recently advised a client and her real estate agent to help them sell their townhouse in 3 days in this tough market and then helped her move into a well known retirement community on the South Shore. We then helped her turn her excess real estate profits into an income stream. I will have various comments on this subject at my personal site: www.chrisgrande.com

Published numerous articles locally and nationally on such topics as IRA strategies, Real estate downsizing, changes in the investment landscape, tax strategy and housing options for elders.

has led courses at Bunker Hill Community College in their Community Ed Department, and offered workshops at numerous local Councils on Aging, Corporations, Non Profits, Schools, Libraries, and Associations.

Holds a Masters Degree in Investment Management from Boston University and a dual degree in Economics and History from Tufts University.

Christopher Grande, MSIM’s Specialties:

Workplace Benefits Catered to High Income Owners/Executives
Comprehensive Financial Planning
Fundamental Investment Research
Creative Asset Protection Strategies
Real Estate Transition Planning for Retirees
Creating Educational Workshops for Universities, Corporations, and other orgs on Personal Finance Topic

Christopher Grande, MSIM’s Education

• College for Financial Planning

  Certification , Financial Planning , 2002 — 2007

• Boston University

  MSIM , Investment Management , 2005 — 2006

  Activities and Societies:

  Graduated High Honors
  Member of Beta Gamma Sigma (B-school national honor society)
  Defined Benefit Plan Team

• Tufts University

  LA , Economics & History

Additional Information

Christopher Grande, MSIM’s Websites:

• My Company
• My Blog

Christopher Grande, MSIM’s Interests:

Roller Hockey, tennis, stock market, food