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.

Parker Takaoka

Summer Intern

parker@wppcle.com

Parker Takaoka is currently pursuing a degree in Accounting and Finance at Purdue University through the Mitch Daniels School of Business, with plans to further his education through graduate business studies and pursue his CPA. He is...

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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.

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