23 Mar Grant Boyle, AIF®, CFP®
Grant is a Retirement Plan Advisor at Kathmere Capital Management. Grant has more than 5 years of experience in the Retirement Plan Consulting industry providing fiduciary advisory services to plan sponsors of corporate retirement plans. These include various types of Defined Contribution, Defined Benefit and Non-Qualified Deferred Compensation Plans.
In his role, Grant consults Kathmere Capital Management’s numerous business owners, institutions and retirement plan committees on fiduciary duties, plan selection, strategy, and design. He is committed to furthering his education in the retirement plan industry, specializing in 401(k), 403(b), Profit Sharing and Cash Balance Pension Plans.
Grant is also a member of Kathmere’s Participant Services Department, responsible for providing retirement, investment, and financial advice to participants of our retirement plan clients. Prior to joining Kathmere, Grant worked at several financial firms in the greater Philadelphia area.
Grant graduated from Saint Joseph’s University with B.A. in Finance. He currently holds the title of Accredited Investment Fiduciary (AIF) and the designation as a CFP(R) professional.
Grant grew up in Doylestown, Pennsylvania and was recruited by Saint Joseph’s University to play tennis. Out of the office, you can find him spending time with his friends and family, coaching youth tennis, or at the Jersey Shore.