Grant’s strong academic training complements his financial services experience and problem-solving focus.
Joined Lido: 2023
Homebase: San Diego
Professional Focus: Leverages Lido’s specialized solutions and technology to deliver sophisticated planning solutions to high net worth and affluent clients across the country addressing their challenges surrounding risk management, tax efficiency, income generation, legacy, and incapacity planning.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Economics and Business Administration, George Fox University
Previous Work Highlights: Grant has more than a decade of client focused experience. He’s worked at TIAA as a wealth management advisor and as a financial consultant for Fidelity Investments.
Personal Facts: He is actively involved in his community and sits on the advisory board for Water’s Edge Church, overseeing missions and discipleship.
