Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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Tad Gray

Tad Gray, CFP®, CIMA® is a Relationship Manager of Financial Solutions Advisory group, an independent fee-only wealth management firm.

People work with Tad are busy professionals whose primary financial concern is staying on track toward the promises they’ve made. They trust, that together, they'll make financial decisions that will ensure they keep these promises. Prior to becoming a financial planner, Tad enjoyed a 20 year career in investment banking and capital markets, providing him “Wall Street” knowledge of the financial markets.

Tad earned an MBA from the Wharton School of the University of Pennsylvania. He received the Certified Financial Planner (CFP)designation from the CFP Board of Standards; and he is a member of the Financial Planning Association (FPA). Tad is also a CIMA® professional.

Tad holds a degree in music from the University of Colorado, and continues to enjoy presenting chamber music concerts with his family.


Webinar Participation:


Alpha, Beta & Stock Picking

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 2.0

Premiere Date: 09/26/2017 11:00am


The Legal & Tax Aspect of Investing: Estate Planning, Risk Mitigation and Tax Efficiency

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0

Premiere Date: 05/08/2017 2:00pm


Goal Based Investing: Planning for Key Life Events

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0

Premiere Date: 04/03/2017 2:00pm


Basic Investment Principles 101: From Asset Allocations to Zero Coupon Bonds

Series: PERSONAL FINANCE & INVESTING FUNDAMENTALS 1.0

Premiere Date: 01/30/2017 2:00pm