Grant J. Goering is head of investment research and portfolio strategy at Beyond Wealth Advisors. Grant, who has been with the firm since 2020, brings a wealth of industry experience having served in a variety of key roles in financial services since 2004, working specifically within the investment management field since 2008.
Before joining Beyond Wealth Advisors, Grant was Assistant Vice President and Portfolio Manager with the trust and investments division of a community bank in Wichita, Kansas. Grant graduated summa cum laude from Middle Tennessee State University with a Bachelor of Science degree in music business and a minor in entrepreneurship. He has earned the Accredited Investment Fiduciary® (AIF®) designation.
Grant shares his life journey with his wife and best friend, Amber, and their two children. The artistic family enjoys creating together, antiquing and spending time in nature, particularly in the autumn and winter. Grant is also a songwriter and enjoys music and reading.
The AIF® Designation certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program. Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA