Broker Check
Michael Grand

Michael Grand is a Sr. Financial Advisor at Osaic. He specializes in crafting tailored financial strategies to help Business Owners, Individuals/Families and the LGBTQIA community achieve their goals.

Michael began his wealth management career 19 years ago. He is passionate about building long-term relationships with clients and crafting a unique personalized plan for them.

As a proud participant of multiple PRIDE groups and committees throughout his career—enriching his approach and ensuring inclusivity in all financial planning aspects—his areas of specialization include:
  • Tax Planning Strategies, Tax Efficient Withdrawal Strategies, Tax Efficient Investing
  • Estate Planning Strategies for traditional, non-traditional and ultra-high net worth families, including Special Needs Children
  • Investment Management (Discretionary & Non-Discretionary)
  • Traditional and Alternative Investments
  • Risk Management- Insurance options for Life, Disability and Long Term Care
  • Employer Sponsored Plans
  • Pension Planning
  • Social Security Optimization
  • Medicare planning & premium calculation
After graduating from the University at Buffalo in 2005 he held positions with JPMorgan Chase, Alliance Bernstein, MassMutual, PIMCO and Fidelity. Michael leverages his diverse work experiences to help clients achieve financial security and peace of mind.
He holds the CFP®, CIMA®, and CAIA® designations, demonstrating his commitment to excellence and continuous learning in the field of finance. He holds the Series 6, 7, 63, 65, and 24 licenses along with the Life, Health, Accident Insurance licenses.
Michael lives on the Upper East Side in Manhattan with his wife Hillary and their two children. For fun he enjoys snowboarding, tennis, biking, listening to music and spending time his family and friends.