My Profile | Network In Action
  • Basic Information

  • Company
    Grafton Wealth Advisors
  • Phone
    4077949996
  • Mobile phone
    4074155156
  • Email
    percy.canteenwalla@graftonwealth.com
  • Describe How You Would Like To Be Introduced Via Email
    I would like to introduce you to Percy Canteenwalla. He is a Financial Advisor with Grafton Wealth Advisors and would be happy to answer any financial questions you may have.
  • What is your "why"? Why do you do what you do?
    I love to help people. I love finding ways to make their lives more comfortable and becoming a trusted advisor.
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    1. When was the last time you reviewed your financial plan?
    2. Do you currently have a financial advisor?
    3. How confident do you feel you'll be able to hit your financial goals?
  • About me
    I am a Senior Relationship Manager and Financial Advisor with Grafton Wealth Advisors
    in Winter Park. I have been in the industry for 10 years and with Grafton Wealth for 7. I am 40 years old and a native of Central Florida. I was born and raised in Longwood. I am an Eagle Scout and a veteran of the United States Marine Corps. I served from 2002-2007 as an optics technician. I am married and have 2 sons, ages 7 and 5. I am a huge Buccaneers fan and an avid bowler.
  • Profession
    Wealth Management
  • Title
    Senior Relationship Manager/Financial Advisor
  • Hobbies and interest
    Bowling, golf, camping with my family
  • Website
    www.graftonwealth.com
  • Contact Information

  • City / Town
    Winter Park
  • State
    Florida
  • Zip
    32789
  • Country
    United States
  • Special offers to the group
    Let's do a one-to-one and get coffee!