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Jen Grant of Perryman Financial Advisory, Inc.
"Empowered planning starts with the right guide." - Jen Grant
In this powerful episode of Growing Your Business with Buddy Broyles, Jen Grant of Perryman Financial Advisory, Inc. shares how her shift from CFO to Certified Financial Planner helped her find her calling: educating and empowering clients—especially women in transition—to take ownership of their financial futures. Tune in to hear why Jen’s empathetic, human-first approach is redefining wealth management.
👉 Ideal for women navigating major life changes, business owners planning exits, and anyone who wants a financial advisor who listens and explains.
www.billperryman.com
www.linkedin.com/in/jenvgrant/
Key Takeaways from Jen Grant’s Interview:
Empowerment through education: Jen emphasizes clients owning their financial journey, not just following advice blindly. She’s all about explaining options, pros and cons, and letting clients choose with confidence.
A planner for life transitions: Her ideal clients are often navigating divorce, widowhood, or business exits—and need a steady guide, not just an investor.
From CFO to CFP: Jen's transition from corporate finance to personal advising brings a unique depth. She blends business acumen with personal empathy for holistic planning.
Women supporting women: Jen’s mission includes helping women feel financially empowered—especially those who’ve been underserved or sidelined in traditional financial circles.
Long-term relationships over transactions: The first meeting isn’t about paperwork—it’s about comfort, trust, and conversation. Financial planning with Jen is deeply relational and built to last.
Recorded at the Blue Mic Studios in Plano:
https://www.bluemicstudios.com/
https://caddooffices.com/
View all episodes
By Buddy Broyles"Empowered planning starts with the right guide." - Jen Grant
In this powerful episode of Growing Your Business with Buddy Broyles, Jen Grant of Perryman Financial Advisory, Inc. shares how her shift from CFO to Certified Financial Planner helped her find her calling: educating and empowering clients—especially women in transition—to take ownership of their financial futures. Tune in to hear why Jen’s empathetic, human-first approach is redefining wealth management.
👉 Ideal for women navigating major life changes, business owners planning exits, and anyone who wants a financial advisor who listens and explains.
www.billperryman.com
www.linkedin.com/in/jenvgrant/
Key Takeaways from Jen Grant’s Interview:
Empowerment through education: Jen emphasizes clients owning their financial journey, not just following advice blindly. She’s all about explaining options, pros and cons, and letting clients choose with confidence.
A planner for life transitions: Her ideal clients are often navigating divorce, widowhood, or business exits—and need a steady guide, not just an investor.
From CFO to CFP: Jen's transition from corporate finance to personal advising brings a unique depth. She blends business acumen with personal empathy for holistic planning.
Women supporting women: Jen’s mission includes helping women feel financially empowered—especially those who’ve been underserved or sidelined in traditional financial circles.
Long-term relationships over transactions: The first meeting isn’t about paperwork—it’s about comfort, trust, and conversation. Financial planning with Jen is deeply relational and built to last.
Recorded at the Blue Mic Studios in Plano:
https://www.bluemicstudios.com/
https://caddooffices.com/