Zachary Grant, CFP^®

As a child, I was fortunate enough to have grandparents that deeply valued the importance of education. One of my grandfather’s goals was to ensure his grandchildren did not have to worry about the burden of paying for college. Twice a year, for as long as I can remember, we would go to lunch and discuss our plan on how to fund my education, assess how the investments were doing and continue moving forward. This introduction to financial planning laid the groundwork for my path in wealth management.

TFO Phoenix, embodies the mission and values of a world class wealth management firm. I wanted to be a part of a company who took a holistic approach to wealth management and delivered an exceptional level of service for their clients. I have found that in being a part of the TFO family.

In short, clients. We are in the relationship business. Every client has a unique background and life experience with, ultimately, different needs. I enjoy learning about the different facets of each client’s life and take pride in being a resource for them when it comes to their wealth.

Helping families achieve their personal and financial goals is the most rewarding part of my profession. Each family I am privileged to work with provides new opportunities to help facilitate this.

The diverse exposure to all facets of wealth management is what I enjoy most about my role. Prior to TFO I worked for large broker dealer whose focus for high net-worth families was narrowed to primarily the investment planning portion of wealth management. When serving these types of clients there is an abundance of opportunity to provide advice in areas other than investments. My role at TFO provides this opportunity and allows me to continually develop my knowledge in areas other than investments.

I am most proud of the relationships that I have built. Whether that be members of my family, the people that I surround myself with and call friends, or my colleagues and even clients. Building quality relationships with people is an accomplishment in and of itself and one that can often go overlooked. They require work, sacrifice, and time. They test your emotions and challenge you to become a better version of yourself. They are rewarding, fulfilling and without question something to be proud of. Invest in your relationships with people and it will pay dividends.

A few things come to mind when I think about this topic. Ultimately though if you don’t connect the wealth you have created with a purpose it is like running a race that never ends. Life is a journey and something that you should enjoy. When you pair wealth with a stated purpose it provides you with a goal. Pursuit of this goal often leads to happiness and fulfillment and at the end of the day these are two things we should all strive for in our lives.

CERTIFIED FINANCIAL PLANNER TM professional

B.A. in Finance – San Diego State University

Outside of work, I enjoy being outdoors and spending time with those I care about. Often, I spend my weekends on the golf course or out hiking a new trail. I try to spend as much time with family and friends, enjoying life.

Without question my family. From my grandparents to my parents, as well as my brothers, each of them has uniquely influenced me. I am grateful for the values each of them has instilled in me.

Discipline is the pathway to success. There is no easy route in life, there are no shortcuts, there is only hard work, sacrifice and dedication. You must embrace the daily sacrifices to pursue excellence and put yourself in a position to succeed. As an example, saving for retirement, investing your money, and preparing for your future can be hard. Being retired and having not prepared for it all, is hard. All paths are difficult, so choose the one you want and stay disciplined.