Grantham Akerly, CPA, CFP®

Grantham works closely with the Investment Solutions team to critically analyze the health of our client’s portfolios. His responsibilities include trading, investments, market research, and compliance reporting. In addition, Grantham supports the Tax Solutions team in tax planning and tax compliance for individuals and business.

Grantham joined CFO4life in 2019. Prior to joining CFO4life, he worked for Ernst & Young in the assurance practice. He graduated from Baylor University with a B.B.A and a Masters of Accountancy in 2017. Grantham remains connected to his alma matter as a member of the Early Professionals Advisory Board.

Grantham grew up in Coppell, TX, where he currently resides with his wife, Tera, and dog, Winnie. In his free time, Grantham enjoys exercising, cooking, podcasts, and playing games with friends.