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Degrees
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BA English Literature Pomona College
MBA Accounting and Finance UCLA
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My Expert Service
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For 23 years as a financial consultant, I've helped and advised 100-150 individuals and families manage their financial assets, invest for college and retirement, and plan generational transfers of assets. I'm a generalist prepared to deal with a wide variety of circumstances, problems and issues, since my clients have ranged from the modest to the very wealthy and from the elderly to growing young families. Like the country doctor of old, my practice often involves 2,3 & 4 generations of a family. I've done my own taxes for years and am especially sensitive to avoiding them.
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Experience & Qualifications
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Registered Investment Advisor with 23 years of diverse experience advising on matters of a personal and financial nature. Married 24 years with two successful children.
References on request.
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews
(Read all 1 reviews)
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by
Tom
on
Jun 10 2011
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Comprehensive and cogent response.
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(Read all 1 reviews)
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Contact
Michael Grandin
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