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Grant Maloof

CRPC®

Financial Professional Trainee

for Brent C. Fuchs, CFP®, CLU®, ChFC®, CRPC®

 

About Grant Maloof

Grant Maloof joined the Brent Fuchs team at Heritage Financial Consultants in February 2024 as a Financial Professional Trainee. In his role, Grant supports the financial planning process by preparing client reviews, attending meetings to capture key insights, and managing new client data entry. His attention to detail and eagerness to learn make him a valuable asset to the team.

Grant holds Series 7 and Series 66 licenses and has earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation. He is actively pursuing additional credentials, including the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

He earned his Bachelor’s degree in Business Marketing with a minor in Economics from Towson University, where he was also a standout athlete on the Men’s Lacrosse team, serving as team captain in his senior year. Today, Grant continues to enjoy the sport as a fan, along with his passion for hockey—proudly cheering on the Washington Capitals.

 

Certifications

 

  • Series 7 and 66 registered
  • Chartered Retirement Planning Counselor℠ (CRPC®)
Education

 

  • Towson University earning a Bachelor’s Degree in Business Marketing with a Minor in Economics

410-673-8361 

410-673-8363 

147 Main Street P.O. Box 40 Preston, MD 21655