Grant Raymond AIF®, CFP®

Grant Raymond joined the firm in 2007 as a wealth manager to assist business owners and executives in the development and implementation of tailored financial strategies. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned his Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360. The AIF® designation certifies that an advisor has undertaken formal training in investment fiduciary responsibility. He holds his Series 7, 6, 66 and 63 securities registrations through LPL Financial and maintains a California life insurance license.

Grant specializes in meeting the needs of individuals, families and businesses in the areas of Individual Wealth Management, Financial Planning, Defined Contribution and Defined Benefit Plans and Group Health Insurance. He enjoys helping individuals and businesses identify their financial goals and develop strategies tailored to pursue those objectives.

Grant graduated with a Bachelor of Arts degree from Cal State University, San Marcos. He lives in San Clemente CA. with his wife and three children. Grant enjoys surfing, golf and spending time outdoors with family and friends.