An experienced accountant and financial planner with more than 25 years of experience, Randi Grant provides tax and financial planning for individuals and closely-held companies.She has been quoted on various topics by publications including Miami Herald, Sun-Sentinel, Fortune Magazine, Investor's Business Daily, and Business Week.  Her article entitled “Fiscal Year Non-Conformity” was voted Best Article of the Year by The Tax Advisor.  Ms. Grant also lectures to professional, business and civic organizations regarding tax and personal financial planning matters. 

Certified Public Accountant*

Certified Financial Planner™ professional**

Personal Financial Specialist

Life, Health and Variable Annuity License

• Florida

*Regulated by the State of Florida

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner ™

Ithaca College

• Bachelor of Science in Accounting and Management

Florida International University

•  Master of Science in Taxation  

American Institute of Certified Public Accountants (AICPA)

• Personal Financial Planning Credential Committee

American Women's Society of Certified Public Accountants (AWSCPA)

Florida Institute of Certified Public Accountants (FICPA)

• Estate and Financial Planning Committee

Financial Planning Association (FPA)

Florida State Board of Administration

• Investment Advisory Council, past member

Jewish Federation of Broward County

• Co-Chair Women's Executive Circle