Soren Gran-Ruaz, Financial Advisor

Focus Areas

  • Intergenerational planning
  • Wealth strategies
  • Sustainable Investing
  • Education savings strategies
  • Retirement savings strategies
  • Business owner considerations

Personal Interests

  • Canoeing
  • Backpacking
  • Spending Time with Family
  • Board Games
  • Movies & Entertainment

Team Members

  • Linda Harker
    Client Experience Specialist
  • Kelly Rhone
    Client Experience Specialist

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Office Information

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