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Sean Grote, CFP®

Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional

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Paradigm: Strategies in Wealth Management, LLC Sean Grote, CFP®
Maple Grove, MN

Serving Clients Nationwide

Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional

(763) 201-1025

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Sean Grote. As a young kid growing up, my world revolved around sports; playing them, watching them, listening to them. I was hooked on anything sports. In fact, at one point, I memorized almost every NFL team’s starting quarterback, their statistics, and their backup quarterback’s stats.

However, as I began my time at the University of Minnesota Duluth (UMD), that passion for sports slowly evolved into an obsession with investing. I began to learn about different investment strategies and opportunities, frequently testing them out. And like most young investors, I failed miserably much of the time, but I kept reading and learning about how I could improve.

This desire to learn led me to a specialized program at UMD solely focused on the financial markets. As I pursued my degree, I learned about wealth management through an internship at Paradigm, and after graduating in 2020, joined the Paradigm team full-time.

At Paradigm I challenge myself to learn by pursuing professional certifications and discovering new opportunities to help our clients. My passion for the mastery of details, honed as a young kid obsessed with sports, helped me to find a rewarding and gratifying career assisting clients achieve “wins” with their financial goals.

➕ A little more about Sean

Outside of the office, when I am not discovering new investment and planning strategies, you can find me at the gym, a local park, or cooking up the latest and greatest recipe I just found.

As a native of southern Wisconsin, you’ll still see me sporting green and gold on Sundays. If it’s any consolation to the Minnesota sports team faithful, however, I have begun to root for the Twins. I guess you could say my sports teams are diversified, just like my investments.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

11324 86th Ave N, Maple Grove, MN 55369

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to begin your path to financial independence – we believe it’s never too early or too late to start planning for financial independence and we’d like to partner with you! Complete the brief form to contact us or give us a call. We look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Paradigm is a mid-sized boutique Wealth Management firm known for serving families over multiple generations. We have positioned ourselves to endure — in other words, we’ll be there for the generations to come.

Our small team works with a limited number of select clients to form long-lasting, collaborative client relationships. Integral to our process is working alongside our clients’ estate lawyers, tax accountants and other professional advisors to protect our client’s financial well-being over a lifetime. A strong commitment to technology helps provide innovative, value-added solutions in a prompt, professional, and highly personal way.

At Paradigm, our success is when we have helped you succeed — whether in retirement, creating a legacy for children or achieving financial goals.

✔️ Our Culture

At Paradigm, we seek to “wow” our clients with our recommended solutions and passion for excellence. By challenging mainstream financial thoughts, we provide creative solutions to help achieve your goals.

We walk you through big decisions to help ensure your nest egg is there when you need it. Our goal is to help you achieve and maintain the lifestyle you have worked hard to create.

✔️ Our Mission

Our mission is to provide the expertise and support to help build and maintain the financial foundation enabling you to fulfill the life of your dreams, to help you create the financial wherewithal to pursue the exploration of this immense, improbable, and incredible world.

During the times when stress and uncertainty prevail, we help clarify a larger perspective to lend peace of mind, helping you face the continuing unknown.

Education

B.B.A., University of Minnesota Duluth, Financial Markets Finance

Hobbies and Interests

  • Cooking
  • Family
  • Sports
  • Working Out

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Physicians
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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