About Us

Grande Financial Services, Inc., An Independent Company, located at 257 Monmouth Road, Oakhurst, N.J., for nearly two decades, is nationally recognized for the comprehensive services we provide to physicians and high-net-worth individuals through Raymond James.

The Grandes have lectured on personal finance for the Johns Hopkins Medical Center's Current Concepts in Ophthalmology programs since 1992 and administered the American Psychiatric Association's Member Retirement Program from 1990-2007.

John J. Grande, CFP® and Traudy F. Grande, CFP®, husband and wife, are members of the ICFP®. They are CERTIFIED FINANCIAL PLANNER^TM professionals for Raymond James Financial Services, Inc.

John S. Grande graduated from Lehigh University with a degree in business and economics. A CERTIFIED FINANCIAL PLANNER^TM professional, he joined Grande Financial Services, Inc. and Raymond James in 1995, and specializes in retirement cash flow planning. John S. has been published in medical journals and lectured for Johns Hopkins Medical University. He enjoys time with his wife Paula, and 2 children, Emily and James.

The Grandes use a macroeconomic approach to serving their clients' needs. With a strong emphasis on service and organization, they focus on wealth creation and preservation, asset allocation, tax planning, estate planning, insurance planning, retirement cash flow planning, charitable gifting programs and investment portfolio design.

John J. Grande is on the board of directors of Tissue Banks International/TBI, a non-profit organization. He is Chariman of the A Edward Maumenee Eye Research Fund and Chairman of the Frederick N. Griffith Foundation. Traudy F. Grande is Chairman of Operation Eye Rescue and a trustee of the Frederick N. Griffith Foundation.