Grant’s career spans more than 25 years in the financial markets, providing customized investment and wealth planning solutions for individuals, families and entrepreneurs. Drawing upon his experience in wealth management, retirement planning, education funding, and life and long-term care insurance, Grant helps his clients confidently work towards their goals in an increasingly complex financial environment.
Prior to co-founding Bespoke Wealth Advisors, Grant spent nearly 20 years with Wells Fargo Advisors and Wells Fargo Investments, serving as a trusted financial advisor to high net worth families. He began his career in 1991 at First Interstate Securities in San Francisco where he developed his extensive knowledge of global investments and capital markets.
Grant earned his degree in Business Economics from the University of California, Santa Barbara. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2014, meeting stringent education, experience and ethics requirements.
A Bay Area native, Grant currently resides in San Francisco where he proudly supports numerous charities including The Guardsmen and Peninsula Volunteers, Inc. Away from the office, Grant can be found golfing, skiing, hiking, and training for triathlons and open water swims.