Our Team / Financial Planning

Grant Wilburn

Financial Planning Analyst

gwilburn@agilipersonalcfo.com

Professional headshot photo of Agili Financial Planning Analyst, Grant Wilburn.

Job Description

As a Financial Planning Analyst, I assist clients and colleagues with financial planning and strategy expertise. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

Education and Credentials

  • Bachelor of Science in Applied Economic Finance, with a concentration on the CERTIFIED FINANCIAL PLANNER™ Certification Education track, Virginia Polytechnic Institute and State University (Virginia Tech)

What is a career highlight for you?

Noticing a mistake on a client’s tax return that directly saved them over $20,000.

Job Description

As a Financial Planning Analyst, I assist clients and colleagues with financial planning and strategy expertise. I am currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation.

Education and Credentials

  • Bachelor of Science in Applied Economic Finance, with a concentration on the CERTIFIED FINANCIAL PLANNER™ Certification Education track, Virginia Polytechnic Institute and State University (Virginia Tech)

What is a career highlight for you?

Noticing a mistake on a client’s tax return that directly saved them over $20,000.

More About Grant

What brings me joy is spending time with my wife and dog, family, and friends.

What excites me about my work is seeing the long-term impact of incremental improvements made in our clients’ financial lives.

When I’m not wearing my Personal CFO hat, I’m wearing my Green Bay Packers (shareholder!) or Virginia Tech Hokies hat.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018