Grant LaGasse has been helping individuals and families achieve their financial goals through comprehensive, fee-based financial planning at Financial Advantage Associates (FAA) since June 2018. His team includes his business partners and fellow financial advisors, Allison McCarty and Perry Lazerus, along with Junior Financial Advisor Gavin Rickert and their assistant, Caitlyn Richards. Together, the team provides personalized financial advice and ongoing support to their clients.
As a former federal employee, Grant brings firsthand experience and a unique perspective to helping federal employees navigate their benefits and retirement decisions. While he enjoys working with clients across all stages of life, he particularly enjoys helping:
- Pre-Retirees prepare for a successful retirement by developing sustainable income strategies, maximizing Social Security benefits, managing taxes, and protecting their assets through insurance and legacy planning.
- Federal Employees understand and maximize their federal benefits, including retirement pensions, TSP investments, Social Security, and healthcare options.
- Young Families establish a strong financial foundation by developing strategies to manage debt, build savings, protect their families through insurance, and invest for the future.
Grant believes financial planning is not a one-time event, but an ongoing process that should evolve alongside each client's personal and professional life. He takes pride in building long-term relationships and understanding the "why" behind his clients' goals and concerns, allowing him to provide thoughtful, personalized advice that reflects what matters most to them.
An important part of Grant's planning approach is proactive tax management, with a focus on strategies designed to reduce lifetime taxes, maximize retirement income, and efficiently transfer wealth to future generations.
A graduate of the University of Maryland, College Park, Grant holds his Series 7 and 66 registrations, Life and Health Insurance license, and the Retirement Income Certified Professional (RICP®) designation. Since 2020, he has also served as an instructor for the Lifelong Learning Institute at Montgomery College, teaching Retirement Planning Today, a course designed to help individuals prepare for retirement.
Beyond his work with clients, Grant is passionate about giving back to the local community. He founded and organizes FAA's annual Drive Fore a Difference charity golf tournament, which brings together clients, colleagues, business partners, and local supporters to raise money for charitable causes. Over its first three years, the tournament has raised approximately $40,000 in support of local charities.
Born and raised in Montgomery County, Maryland, Grant currently lives in Derwood with his wife, Ashley, their two daughters, Caroline and Kate, and their dog, Pepo. Outside of work, he enjoys spending time with family and friends, playing golf, and woodworking.
Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Wealth Services, LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Wealth Services, LLC.