Broker Check
Christian Grundel CFP®

Christian Grundel CFP®

Financial Planner

Christian: A Guiding Force in Pursuit of Success

With over a dozen years immersed in financial services, Christian brings an unwavering dedication to empowering his clients to define and achieve their unique versions of success. His passion lies in closely collaborating with clients, tailoring strategies to their individual circumstances.

Christian's Cornerstones:

His practice is rooted in sound investment guidance, tax-efficient strategies, and an exhaustive commitment to meeting his clients' every need.

A Multifaceted Professional:

Christian's credentials encompass Series 7, 63, and 66 securities registrations, along with Life, Accident, Health, and Property and Casualty licenses. His Certified Financial Planner designation underscores his comprehensive expertise. He proudly serves as an investment advisor representative affiliated with Cetera Advisors.

A Personal Touch:

Christian resides in West Warwick, RI, alongside his wife Amanda and son Alex. Beyond his client-focused pursuits, he relishes precious moments with his family. You'll often find him fishing, exploring hiking trails, or indulging in his passion for writing.

Christian embodies a holistic approach to financial well-being, ensuring his clients' aspirations come to fruition.