Financial Advisor | Wealth Management
Boulder, Colorado, United States
Contact Info
688 followers
500+ connections
About
I enjoy being a trusted advisor who supports my client’s personal values and goals with unmatched integrity. I eliminate as many conflicts of interest as possible, and do not accept commissions of any kind. I truly value the life-long relationships that I establish with my clients and take great satisfaction in being one of the most trusted people in their lives.
I am a native of Houston, Texas and a graduate of Baylor University. Outside of personal finance, I am an avid mountain biker, rock climber and outdoorsman.
Please note the views, information, or opinions expressed on this LinkedIn page are of the individuals involved. Postings on LinkedIn from Peak Asset Management, LLC employees are monitored, stored and made available to regulators as requested.
Articles by Grant
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Financial Conversation Tips for Couples
Financial Conversation Tips for Couples
By Grant Bugner, CFP®
Activity
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Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions: A “Tax Neutral” Strategy to Potentially Save Taxes in the…
Required Minimum Distributions, Qualified Charitable Distributions and Roth Conversions: A “Tax Neutral” Strategy to Potentially Save Taxes in the…
Liked by Grant Bugner, CFP®
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Hot but beautiful day at the National Cybersecurity Center in Colorado Springs for our Deloitte women in cyber event! Thank you to Alexa Cherry Allie…
Hot but beautiful day at the National Cybersecurity Center in Colorado Springs for our Deloitte women in cyber event! Thank you to Alexa Cherry Allie…
Liked by Grant Bugner, CFP®
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As a leader at Northwestern Mutual – St. Louis, I am looking to personally mentor 2 people this year as they start their career in financial…
As a leader at Northwestern Mutual – St. Louis, I am looking to personally mentor 2 people this year as they start their career in financial…
Liked by Grant Bugner, CFP®
Experience
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Molson Coors International at Molson Coors
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Finance Manager, Business Development - Africa, Brazil, Craft
Molson Coors International at Molson Coors
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Education
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Baylor University - Hankamer School of Business
BBA Finance, Management
Activities and Societies: NCAA Division I - Cross Country, Track & Field
Licenses & Certifications
Volunteer Experience
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President of the Board of Directors
LISTEN FOUNDATION INC
- Present 3 years 6 months
Listen Foundation provides for and assists children who are deaf and hard of hearing and their families, with access to a proven speech, language, and listening therapy method to help them achieve a life of independence.
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Courses
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Excel Fast Track Financial Modeling, Training the Street
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Moody’s Corporate Credit Rating Analysis, Moody's Analytics
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More activity by Grant
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Lately, I've found myself thinking that most of the ai we're being given to use as consumers is only marginally helpful -- at best. With many of us…
Lately, I've found myself thinking that most of the ai we're being given to use as consumers is only marginally helpful -- at best. With many of us…
Liked by Grant Bugner, CFP®
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This is fantastic news and marks the beginning of a new journey for SportWorks as we expand our reach across the West and South West regions. Very…
This is fantastic news and marks the beginning of a new journey for SportWorks as we expand our reach across the West and South West regions. Very…
Liked by Grant Bugner, CFP®
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I recently had the pleasure of interacting with some CIOs from the northeast (Anne Martin, Abigail Wattley, Lisa Howie) and it helped me to better…
I recently had the pleasure of interacting with some CIOs from the northeast (Anne Martin, Abigail Wattley, Lisa Howie) and it helped me to better…
Liked by Grant Bugner, CFP®
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I’m excited to share that I’ve entered a new chapter in my professional journey, one of exploration and curiosity. I’m incredibly grateful for the…
I’m excited to share that I’ve entered a new chapter in my professional journey, one of exploration and curiosity. I’m incredibly grateful for the…
Liked by Grant Bugner, CFP®
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Today is my last day at LaunchDarkly. It's been a wonderful 3.5 years, filled with friendship and growth. I've gotten to work with some fantastic…
Today is my last day at LaunchDarkly. It's been a wonderful 3.5 years, filled with friendship and growth. I've gotten to work with some fantastic…
Liked by Grant Bugner, CFP®
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🎯It takes practice, but learning how to find buyers means learning how to have more control over the sales process, maximize value, and proactively…
🎯It takes practice, but learning how to find buyers means learning how to have more control over the sales process, maximize value, and proactively…
Liked by Grant Bugner, CFP®
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Do you know someone who is looking for a job, or an HR professional who is a self-professed lifelong learner? Finding a great resource to get that…
Do you know someone who is looking for a job, or an HR professional who is a self-professed lifelong learner? Finding a great resource to get that…
Liked by Grant Bugner, CFP®
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With the close of June, the "endowment olympics" officially begins. Clearly, with the extraordinary performance of the market weighted equity…
With the close of June, the "endowment olympics" officially begins. Clearly, with the extraordinary performance of the market weighted equity…
Liked by Grant Bugner, CFP®
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Building trust is essential in leadership and marketing. Align words with actions, elevate others, invite feedback, and prioritize clarity and…
Building trust is essential in leadership and marketing. Align words with actions, elevate others, invite feedback, and prioritize clarity and…
Liked by Grant Bugner, CFP®
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Do you know Keturah Orji? You should! She's one of the World's Greatest triple jumpers. This weekend, she punched her ticket to the 2024 Paris…
Do you know Keturah Orji? You should! She's one of the World's Greatest triple jumpers. This weekend, she punched her ticket to the 2024 Paris…
Liked by Grant Bugner, CFP®
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