Grant Rosen | CFP®

Education & Experience

Grant earned his Bachelor of Business Administration in Finance from Baylor University. He began his career at Vanguard in the Onboarding Department, where he opened complex account types, including organizational, trust, estate, and small business accounts, and managed high-value asset transfers.

Grant then transitioned into an advisory role, working with clients in the Personal Advisor program and with high-net-worth households in Personal Advisor Select. In this capacity, Grant led initial consultations to introduce clients to advisory services, developed customized retirement and financial plans, managed diversified investment portfolios, and provided education on insurance, estate, investment, and tax planning strategies. During this time, he also earned the prestigious CFP® certification.

Personal Life

Originally from Denver, Colorado, Grant is an avid skier and lifelong sports fan. He follows the Baylor Bears, Denver Nuggets, Denver Broncos, Pittsburgh Steelers, and USC Trojans — and looks forward to learning more about the Dallas Mavericks (and sharing in the frequent disappointment of the Cowboys).

While at Baylor, Grant worked with the women’s basketball team and served as Vice President of Recruitment for the Delta Psi chapter of Beta Theta Pi. He continues to enjoy pickup basketball games and staying active through tennis, pickleball, and golf. Grant and his partner, Sarah, enjoy traveling and spending time with their mini Australian Shepherd, Juno.

Professional Summary

Grant Rosen, CFP®, is a financial planning professional specializing in retirement planning, portfolio management, and helping clients achieve their long-term financial goals. He joined Munn Gray & Associates in August 2025 after three years at Vanguard, where he provided both onboarding and advisory services to a wide range of clients.