Grant Bledsoe began his career in the financial services industry in 2007. Before founding Three Oaks Wealth, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. He is also both a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER™. Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. Grant gave us some compelling reasons that good exit planning is simply good business planning in general.