Grant Monson, MA, CFP®...
Financial Advisor

Pacific Capital Resource Group

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Websites:

• http://www.pcrg.com

As a Financial Advisor with Pacific Capital Resource Group, Inc. of Bellevue,WA, Grant Monson provides comprehensive financial advising for individuals and small to medium sized businesses in the areas of tax planning, retirement planning, wealth management, risk management, estate planning, executive bonus planning, as well as business continuation and transfer planning. Most importantly, he is dedicated to helping his clients identify their goals, and create an effective financial plan to achieve them.

Prior to joining Pacific Capital, Grant was involved in a family business where he developed a strong work ethic and a passion for helping individuals and businesses gain...[more]

As a Financial Advisor with Pacific Capital Resource Group, Inc. of Bellevue,WA, Grant Monson provides comprehensive financial advising for individuals and small to medium sized businesses in the areas of tax planning, retirement planning, wealth management, risk management, estate planning, executive bonus planning, as well as business continuation and transfer planning. Most importantly, he is dedicated to helping his clients identify their goals, and create an effective financial plan to achieve them.

Prior to joining Pacific Capital, Grant was involved in a family business where he developed a strong work ethic and a passion for helping individuals and businesses gain success in their individual endeavors. His alma mater Washington State University, consisted of six years of education, where he graduated Summa Cum Laude with a Bachelors in Business, and was awarded a scholarship to pursue a Masters in Economics where he published his master's thesis. Beyond his college education, Grant has continued to pursue advanced education by earning the designations of Chartered Life Underwriter (CLU(r)) and Chartered Financial Consultant (ChFC(r)), and CERTIFIED FINANCIAL PLANNER(tm), CFP(r) [less]