Randi K. Grant, CPA/PFS, CFP® Provenance Wealth Advisors, LLC 515 East Las Olas Blvd 15th Floor Ft. Lauderdale, FL 33301 PHONE: ((954) 712-7000 rgrant@bdpb.com
Ms. Grant is a Certified Public Accountant, Certified Financial Planner, Personal Financial Specialist and an NASD Registered Investment Advisor. She received a Master's Degree in Taxation from Florida International University and Bachelor of Science in Accounting and Management from Ithaca College.
Active in professional organizations, Ms. Grant serves on the Personal Financial Planning executive Committee of the American Institute of CPAs as well as the Florida Institute of CPAs. Ms. Grant is on the Investment Advisory Council of the Florida State Board of Administration. With over 20 years of experience, Ms. Grant provides tax and personal financial planning for individuals and closely held companies. Ms. Grant's professional memberships include the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants and the Financial Planning Association. Ms. Grant has been quoted on various topics by the Miami Herald, Fortune Magazine and Business Week and has been featured among Accounting Today’s “Names to Know in Financial Planning.” Her article entitled “Fiscal Year Non-Conformity” was voted Best Article of the Year by The Tax Advisor. Ms. Grant also lectures to professional, business and civic organizations regarding tax and personal financial planning matters. |