Position:
Wealth Advisor, Certified Financial Planner™ at Peak Asset Management, LLC, Colorado
Location:
Boulder, Colorado, United States
Found email addresses for Grant Bugner:
Found phones for Grant Bugner:
Jan 2024 - Current
Jan 2024 - Current
Oct 2020 - Dec 2023
Dec 2018 - Oct 2020
Dec 2018 - Oct 2020
Oct 2018 - Dec 2018
Nov 2016 - Feb 2018
Sep 2015 - Oct 2016
Aug 2013 - Sep 2015
Jul 2014 - Feb 2015
Jun 2011 - Aug 2013
Their professional focus is Accounting, Analysis, and Budgets across 3 core areas.
Grant holds Chartered Retirement Planning Counselor, Certified Financial Planner, and Certified Treasury Professional certifications.
BBA at Baylor University - Hankamer School of Business
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