Our Team

Seamless Wealth Planning

Our team offers a wide range of complementary skills, working together to coordinate your wealth planning expertly. We provide a professionalized approach to client service – never asking the client to do something that we can do for them. We aim to simplify the complex journey to a coordinated financial future. Learn more about our team – we welcome the opportunity to meet and discuss your financial future.

Meet Your Team

David Grano, MBA, CRPC^®

Financial Planner

216-765-7155

david@wppcle.com

“One of the reasons I love working with David is that when I call, I talk to him. If my business isn’t important enough for an advisor to spend time with me personally – as I’ve experienced in the past –...

Kristin Martin

Practice Manager

216-765-7452

kristin@wppcle.com

Kristin began her career in the financial services industry in 2021 while completing her Bachelor’s degree in Finance with a concentration in Financial Planning from Southern New Hampshire University, graduating with a perfect 4.0 GPA.

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Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Contact Us