Walter Grant, AIF®, ChFC®, C(k)P®, CPFA®, CRPS®

Since 1998, Walter and the team of professionals he has assembled at HUB Retirement and Wealth Management – Memphis, have served their clients in Tennessee and throughout the U.S. guided by a simple philosophy: to educate and coach both companies and individuals to successfully pursue their retirement goals.

Walter believes that successful retirement plan outcomes for plan sponsors and their plan participants are solved by a dedication to process management, organization, and education. He believes in implementing strategies that strive to enhance your company’s retirement plans based on current behavioral finance best practices.

Walter holds the following designations: Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC®), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA®), and Certified Retirement Plan Specialist (CRPS®).

Walter received his B.A. in Accounting from University of Mississippi in 1998, and spent several years at Met Life and New England Financial.

Walter is also an Adjunct Lecturer for The Plan Sponsor University, where his role is to lead interactive classes for plan sponsors interested in a retirement plan fiduciary and management education in the Mid-South Area. The Plan Sponsor University (TPSU), an affiliate of TRAU, The Retirement Advisor University, offers one of the most comprehensive combination of online and in-person workplace retirement plan certification program for business owners, benefits specialists or other employer fiduciaries.