Grant Parisi, CFA
Login to view DISC.Partner & COO at Civic Financial
📍 Boston, Massachusetts, United States
Grant Parisi is the Co-founder and COO of Civic Financial, where he leads the portfolio management and financial planning teams. A Harvard University graduate with multiple designations, including CFA and CFP, he specializes in integrating wealth management, insurance, and planning for high-net-worth clients and was named a top professional by Forbes.
Read the full overview →Experience
9 Years
Current Role
Partner & COO
Job Level
Leadership
Location
Boston, Massachusetts, United States
Personality Overview
How Grant shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Grant cares about
Integrated Wealth Management
His firm, Civic Financial, was founded on the vision of integrating the traditionally siloed services of financial planning, wealth management, and insurance to drive better client outcomes.
Holistic Financial Planning
As COO, he leads the firm's financial planning team and holds numerous advanced designations, including Certified Financial Planner (CFP) and Accredited Estate Planner (AEP).
Career
Work history
6-2016
Partner & COO
Civic Financial
In the press
Media appearances
We are thrilled to share that Grant Parisi, CFA, Partner and Co‑Owner of Civic Financial .... Featured in Instagram
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Education
Bachelor’s Degree
Harvard University
Education details unavailable
Middlesex School
Education details unavailable
The Fenn School
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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