About My Company

 

Grunbeck Financial Services LLC is a full-service paraplanning firm that does back office work for financial advisors, allowing them to concentrate on serving their current and prospective clients. Our work includes but is not limited to:

• creating/updating financial plans

• running client/prospective client scenarios

• creating/updating process workflows

• completing all necessary administrative work.

 

We work during your time zone in order to support you and your clients.

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Expert in applications: eMoney, Right Capital, Money Guide Pro, Precise FP, Wealthbox, Redtail, Envestnet and Excel

 

About Thomas Grunbeck

After spending more than 12 years in corporate finance, I decided to leverage my experience to pursue my long-time interest in joining the financial advice industry. Through this passion I took both undergraduate and graduate level classes in finance and completed the financial planning certificate at Bryant University. In addition, I have worked with a variety of firms where I supported them in their back office.

 

My corporate experience conducting detailed research and analysis and creating P&Ls and operating reports has served as an excellent foundation for financial advisory back office work.

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I’m a believer in continuing education as shown by obtaining my MBA, completing the financial planning certificate at Bryant University, and obtaining my eMoney fundamental certificate.