Grant has over thirteen years of experience in the financial services industry. Prior to joining Dowling & Yahnke Wealth Advisors, he was a Senior Wealth Manager at a boutique wealth management and CPA firm in San Diego.
Grant holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst® designations. He has a Master of Science in Business Administration degree (Financial & Tax Planning) from San Diego State University. Grant completed his undergraduate work at the University of Arizona with a degree in Business Administration with an emphasis in Finance.
Grant is originally from Arizona but moved to San Diego in 2008. He is an avid writer on financial planning and investment topics and has been featured in numerous publications such as Forbes, The Wall Street Journal, and InvestmentNews. Grant lives in Carlsbad with his wife and daughter.
What inspired you to work in the financial industry?
When I was about 12 years old, I received a gift of Disney stock from my grandfather. I was fascinated by the idea of owning part of a company and watched it grow over the years, eventually using some of the stock’s growth to pay for college. Having this experience of investing real money at a relatively young age helped me understand compound interest and the long-term benefits of being a disciplined investor. In college and graduate school, my finance and business classes reaffirmed my desire to help other people become better investors, which led to my career as a Portfolio Manager.
What quality of yours makes you best suited for what you do?
If you ask my wife and mother-in-law what my best quality is, they would probably tell you I am an exceptionally good listener. Strong math and analytical skills are beneficial when managing wealth, but the ability to have empathy and a genuine curiosity go a long way. I take the time to understand every client’s goals, concerns, and family dynamics before discussing money.
What is your most treasured family tradition?
Every week, my wife and I join her mom, dad, brother, and sister-in-law for Sunday family dinner. We spend the afternoon eating, relaxing, laughing—a perfect way to end each week.
I am happiest when:
I am with my wife, Natalie. She continually makes me a better person and always makes me laugh.
What was your first job?
My first job was a general laborer for my father’s construction company when I was 15 years old. I would wake up at 5 a.m., get a ride to the job site, and carry equipment, lumber, and bricks around for a few hours. This job taught me about good work ethic and allowed me to save enough money to buy my first car when I turned 16.