Jeff Grandy

Financial Advisor, RJFS
Partner, Kruse Woods Financial Partners

Jeff Grandy, a CERTIFIED FINANCIAL PLANNER professional, joined Kruse Woods Financial Partners in 2016.  Jeff has been in the financial planning field since May of 1990. He graduated from Oregon State University in June of 1990 with a degree in Business Finance. He earned his CFP® certification in March of 2005.

Jeff works with clients from all varied professions but has considerable expertise and knowledge in working with State of Oregon employees.

After an in depth discussion with a client to fully understand their needs, goals, and concerns, Jeff puts together a comprehensive financial plan that focuses on

  1. Helping clients understand market risk and investing for the long term
  2. Utilizing tax reduction strategies to most efficiently accumulate wealth*
  3. Managing distribution strategies to help clients enjoy their retirement lifestyles.

Jeff grew up on the East side of PORTLAND but now resides on the West side in Beaverton. He has two daughters with a passion for the arts; in particular dance.

He recently married Sophia who is also a partner with the firm.

No surprise in growing up in the Northwest, his many hobbies include golfing, fishing, hiking, and boating.

*Raymond James does not offer tax advice. Please consult your tax advisor for questions regarding your tax situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matter with the appropriate professional.