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About
Grantham Akerly is a Portfolio Manager at CFO4LIFE GROUP, LLC in Dallas, Texas, where he is responsible for managing client investment portfolios and developing customized investment strategies as part of the firm's investment management team. In his current role, he focuses on a diverse set of asset classes, leveraging both traditional and alternative investments to construct goal-based asset allocation plans that prioritize after-tax outcomes for high-net-worth individuals and families.
Prior to becoming Portfolio Manager in 2023, Grantham served as Senior Investment Analyst at CFO4LIFE, where he provided research and analytical support for portfolio construction and manager due diligence from 2019 to 2023. He also began his professional career as Assurance Staff at EY, developing technical expertise in financial reporting and accounting during his tenure from 2017 to 2019.
Grantham holds both a Master’s degree and BBA in Accounting from Baylor University’s Hankamer School of Business. Recognized as a CPA and CFP®, he brings deep expertise in tax-efficient investing and holistic financial planning, with a client-centric approach that emphasizes wealth preservation, multi-generational wealth strategies, and retirement planning.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| CFO4Life | Portfolio Manager | Aug 2023 to Present | — |
| CFO4Life | Senior Investment Analyst | Jul 2019 to Aug 2023 | — |
| EY | Assurance Staff | Aug 2017 to Jul 2019 | — |
| Baylor University | Graduate Student | Aug 2012 to May 2017 | Master of Accountancy Graduated May 2017 Bachelor of Business Administration Major: Accounting Graduated: December 2016 Accounting Coursework GPA: 3.88, Overall GPA: 3.82 |
| EY New Zealand | GSE Intern | Jul 2016 to Jul 2016 | One of 60 interns selected from over 1,100 applicants to participate in EY’s Global Student Experience program Performed basic auditing procedures working at three client sites in the Christchurch are... |
| EY | Assurance Intern | Jan 2016 to Mar 2016 | Provided support for two global public client engagement teams in the technology sector Tested year end account balances including cash, prepaid expenses, and long term liabilities Assisted in other t... |
| CFO4Life | Intern | Jun 2015 to Jul 2015 | Request information from annuity vendors, update compliance information for office staff, assist with tax, insurance, and financial planning projects. |
| Pine Cove | Extreme Activities Coordinator | May 2014 to Jul 2014 | Managed the Staff Head Lifeguard and Head Ropes positions as well as those under their command, delegating tasks and executing control procedures to maintain safety in high risk situations. Lead over ... |
| Pine Cove | Head Ropes and Projects | May 2013 to Aug 2013 | — |
Education
Baylor University - Hankamer School of Business
Master's degree, Accounting
2016 — 2017
Baylor University - Hankamer School of Business
BBA, Accounting
2012 — 2016
Coppell High School
2008 — 2012
Skills & Expertise
Others at Cfo4life Group, LLC (1)
| Name | Role | Location |
|---|---|---|
 | Partner | Irving, TX , United States |
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