Perpetua Grant (CFP®, ChFC®)

Perpetua Grant focuses in the
following client markets or areas of practice:

Business Owners

High Net Worth Client Needs

Investment Advice with Ongoing Management

LGBT Couples and Families

Retirement Plan Investment Advice

Tax Planning

Planning Specialties

Milestone Financial Planning, LLC has been helping clients since 2002. Perpetua Grant and six other Certified Financial Planner™ practitioners provide a full-service investment management, financial and tax planning experience. The advisors are supported by a client service team.

Perpetua has been in the financial services industry for over ten years providing clients with comprehensive guidance on various financial matters to meet their individual needs. Prior to joining our team, Perpetua worked for a large national financial services company, where she worked closely with clients on a wide range of solutions that aligned with their goals. This includes tax planning strategies, investments, retirement planning, risk management, employee benefits, and estate planning.

Perpetua earned a master’s in Public Administration from Long Island University and a Certificate in Financial Planning from Boston University.

Perpetua is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a Certificate in Regulatory and Compliance Professional (CRCP®) from FINRA/Wharton Business School and has earned the Chartered Financial Consultant® designation (ChFC®) from the American College.

Perpetua grew up in New York City and now lives in Sandown, New Hampshire, with her husband and lovable Goldendoodle. She enjoys traveling, spending time outdoors, going for long jogs, and cycling with her husband and Doodle.