GRANT KINCADE
GRANT KINCADE
About Me
Grant is a Financial Advisor with 14 years of experience currently serving the Visalia-Fresno markets. Grant provides a holistic approach to financial planning by assisting in the determination of financial goals, the defining of core values, and the identification of individual investment objectives.
Prior to joining the BMO Investment Services team, Grant spent 13 years with JP Morgan Chase Bank. He earned a Bachelor of Science degree in Finance from California Lutheran University. Grant holds securities licenses 6, 7, 63 and 65 held through LPL Financial along with his Life, Accident & Health or Sickness, and Variable Life and Variable Annuity insurance licenses.
Grant lives in Visalia with his wife and two children. In his spare time he enjoys competing in triathlons and spending time with family.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management