financial planning and investment management

Larissa Grantham

Principal Advisor

Education
Bachelor of Arts Business Administration (Finance) - Park University

Accreditations
Certified Financial Planner (CFP)

Associations
Reach Out and Read Community Council Member

Larissa has been with Stepp & Rothwell since 2001 and has served in a variety of administrative and professional roles that gives her a broad and deep understanding of Stepp & Rothwell's unique processes and procedures. As a Principal Advisor, she provides unbiased, personalized financial advice to Stepp & Rothwell's clients and uses her varied experiences to take part in the management and administration of the company.

“The great thing about Stepp & Rothwell is that we emphasize family, because that is what is most important to our clients.” 
—  Larissa Grantham

 

PRINCIPALS
DIRECTOR OF FINANCIAL PLANNING
FINANCIAL PLANNERS
ASSOCIATE FINANCIAL PLANNERS
FINANCIAL PLANNING ASSOCIATES
CLIENT EXPERIENCE MANAGER
BUSINESS MANAGER
RECEPTIONIST

Financial advice that helps you plan your future.