Grant D. Monson, ChFC, CLU, CFP*Certified Financial Planner™
Phone: 425-641-8788 ext 227 You’ll find Grant Monson sharing his financial planning experience and expertise with a wide variety of clients. As principal of a successful financial practice in Bellevue, WA, Grant offers relationship-based financial advising with Pacific Capital Resource Group. As a partner in McMartin & Monson, a specialized planning group working exclusively with airline pilots, Grant offers his financial expertise to this truly unique group of clients. Grant specializes in working with business professionals and physicians, along with local area businesses, by advising in areas that include retirement planning, estate planning, risk management, college funding, investments, professional money management, and executive planning. Securities and Investment Advisory services offered exclusively through Hornor, Townsend & Kent, Inc. Dedicated to serving the complex planning needs of today, Grant has an unparalleled commitment to financial planning education obtaining the designations of Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and CERTIFIED FINANCIAL PLANNERTM. Grant graduated Summa Cum Laude at Washington State University with Master of Arts in Applied Economics and undergraduate in Business. Grant was a 2010 and 2011 recipient of the prestigious Seattle Magazine FIVE STAR Wealth Manager™ Award*. Grant was born and raised in Eastern Washington, and currently resides in Bellevue with his wife Andrea. When not helping a client, he spends his time with a local nonprofit working on local and global outreach projects concerning human trafficking, HIV/AIDS and orphan care. He enjoys global travel, skiing, golfing, music and friends. *The FIVE STAR Award is not indicative of the wealth manager’s future performance. The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client’s evaluation. For more information on the FIVE STAR Award and the research/selection methodology go to www.fivestarprofessional.com.
CREDENTIALS:
RECENT PUBLICATIONS: Selected as Seattle Metropolitan Magazine's "FIVE STAR Wealth ManagerSM in 2010 and 2011.
Registered Representative of Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 10900 N.E. 8th Street, Suite 1550, Bellevue, WA 98004 (425) 641-8788. Pacific Capital Resource Group, Inc. is a licensed insurance agency. McMartin & Monson and Pacific Capital Resource Group, Inc. are independent of HTK. CA #0G47130
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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