Dave Ragan, Senior Financial Planning Specialist

Dave Ragan is the Senior Financial Planning Specialist at Grunden Financial Advisory. His attention to detail along with his grasp of the big picture enables Dave to develop strategic plans that encompass our clients' many diverse blends. Among Dave's recognition and accomplishments:

• Graduated cum laude from the University of North Texas with a Bachelor of Business Administration degree in Financial Planning - May 2003
• Certified Financial Planner (CFP®)
• Financial Planning Association (FPA) member
• Quoted in national and regional publications (Journal of Financial Planning, BusinessWeek, Newsweek, Senior Resource Guide)
• Adjunct Professor of Finance at the University of North Texas
• Board of Directors, Denton Breakfast Kiwanis Club - 2011 / Current

As the firm's Senior Financial Planning Specialist, Dave develops investment and wealth management plans including running various scenarios from time to time for clients. He works with our professional network to implement details stemming from wealth management recommendations and utilizes the latest in technology to assist in client recommendations. During his tenure at Grunden, Dave analyzed a multitude of corporate executive cases and deals with highly complex compensation models including evaluating early retirement options, selling of business resulting in large lump sum payment, wealth transfer preferences, and wealth protection.

Dave graduated from the University of North Texas in 2003 with a degree in Finance and joined Grunden Financial Advisory, Inc. He later passed the CFP® exam on his first attempt and was one of the youngest to do so. In addition to his responsibilities at Grunden, Dave teaches financial planning at the University of North Texas. He also earned the Competent Leader (CL) designation through his involvement with Toastmasters and previously served as president.