Focus Capital
40yrs
Top advisor by experience in Mount Vernon
5yrs
David Granger has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Mount Vernon, Washington. After less than a year at Kestra Advisory Services and four years at Saturna Capital, David joined The Retirement Solution in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. David holds the CFP® designation.
One of 41 advisors with offices in Mount Vernon, and one of 40 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office1600 Continental Place #105, Mount Vernon, WA 98273
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$849,803
Advisors at the firm18
States licensed ?1 state
Services through The Retirement Solution
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowThe Retirement Solution LLCCurrent firm
- Oct 2025 – Dec 2025Kestra Advisory Services, LLCPreviously
- 2022 – 2025Saturna Capital CorporationPreviously
Contact David
1600 Continental Place #105Mount Vernon, WA 98273Office · Get directions Firm main line(425) 558-3700Headquarters: The Retirement Solution · Redmond, WA LinkedIn pageThe Retirement Solution
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Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call The Retirement Solution at (425) 558-3700 and ask for David Granger. David works from the Mount Vernon, WA office.
How long has David been a financial advisor?
David has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
The Retirement Solution reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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