Grant Boyle, CFP®

Professional

Grant is a Retirement Plan Advisor at Kathmere Capital Management with over seven years of experience in the Retirement Plan Consulting industry. He provides fiduciary advisory services to plan sponsors of corporate retirement plans, including Defined Contribution, Defined Benefit, and Non-Qualified Deferred Compensation Plans.

In his role, Grant advises business owners, institutions, and retirement plan committees on fiduciary duties, investment selection, plan design, and strategy. He specializes in 401(k), 403(b), Profit Sharing, and Cash Balance Pension Plans and is committed to continued professional development in the retirement plan space. As part of that commitment, he is an active member of the American Society of Pension Professionals and Actuaries (ASPPA) Benefits Council of Greater Philadelphia.

Grant is also a member of Kathmere’s Participant Services Department, where he helps deliver retirement, investment, and financial education to plan participants. Before joining Kathmere, he worked at several financial firms throughout the greater Philadelphia area.

He earned a B.A. in Finance from Saint Joseph’s University and holds the CERTIFIED FINANCIAL PLANNER® designation.

Personal

Grant grew up in Doylestown, Pennsylvania, and is a graduate of Saint Joseph’s University, where he played on the tennis team. In his free time, he enjoys playing padel and spending time at the Jersey Shore.