CPA/PFS — Personal Financial Specialist · Wealth Planning Expert
Thomas Grant holds both a CPA license and the Personal Financial Specialist (PFS) designation, combining 18 years of deep tax expertise with comprehensive financial planning. He advises high-net-worth individuals and families on estate planning, tax-efficient investing, and generational wealth transfer strategies.
All content by Thomas Grant, CPA/PFS is written according to MONEYlume's editorial standards. Facts are verified against primary sources including the IRS, Federal Reserve, CFPB, and peer-reviewed financial research. Articles are updated when regulations or market conditions change.