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As a Paraplanner, Grant helps Senior Management & Advisors with completing their day-to-day task. Some of Grant’s duties include servicing existing clients, assisting in constructing financial plans and conducting reports and analysis. Grant directly works under Samir Thakkar, but helps fellow associates whenever needed.
Grant was born and raised in southern California. Grant is a graduate from Cal State University Fullerton, and currently holds Series 7, 63, and 65 Securities License. Grant has his eyes set on attaining a CFA designation in the near future.
When Grant isn’t at the office, he enjoys discovering new places to eat, going to local breweries, and hanging out with his German shepherd named Winston.