Fred Grand Email & Phone Number
Co-Founder, Chief Financial Architect
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Fred Grand Location
- Newport Beach, CA, US
Fred Grand Work
- Co-Founder, Chief Financial Architect @ Financial Architect Advisors (March 2026 - Present)
- Senior Vice President- Private Wealth Management @ (May 2021 - March 2026)
- Private Client Advisor, Bank of America Private Bank @ (August 2018 - April 2021)
- Vice President Middle Market Senior Relationship Manager @ (June 2015 - August 2018)
- Investment Banker @ (June 2011 - June 2015)
- Instructor @ (November 2010 - July 2014)
- Adjunct Professor at the University of San Diego @ (April 2009 - June 2011)
- CPA, Financial Accounting @ (January 2009 - June 2011)
- CEO @ Grand & Associates (August 2007 - June 2011)
- CPA @ (January 2007 - January 2009)
- Assurance Associate @ (August 2005 - January 2007)
- Assistant Controller @ International Bath & Tile (May 2004 - January 2005)
- Associated Students Vice President of Finance @ (April 2003 - May 2004)
Fred Grand Education
- University of San Diego
BS (Bachelor of Accountancy, Minor in Business Administration)
- University of San Diego
MACC (Masters in Accountancy and Financial Planning)
Fred Grand Summary
- Fred Grand, based in Newport Beach, CA, US, is currently a Co-Founder, Chief Financial Architect at Financial Architect Advisors. Fred Grand brings experience from previous roles at UBS, Bank of America Private Bank, Bank of America Merrill Lynch and RA Capital Advisors. Fred Grand holds a BS in Bachelor of Accountancy, Minor in Business Administration @ University of San Diego. Fred Grand has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Fred Grand?
Find contact details for 700 million professionals.
Others Named Fred Grand
Fred Grand
President
New York, NY, US
Fred Grand
Co-Founder, Chief Financial Architect
Newport Beach, CA, US
Fred Grand
Sub-Regional Housing Lead
Durham, GB
Fred Grand
Chief Executive Officer
San Diego, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co