Grant Blindbury, Cfp® Email & Phone Number

Grant Blindbury is Partner at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing firm vision, continually advancing client experience and creating opportunities and space for professional development. He's a member of the executive and investment committees.Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, he became Partner in 2007 and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001.Grant is passionate about the charity Big Brothers Big Sisters of Ventura County and has been on the Board of Directors for over 20 years. He is an avid baseball fan and in his free time he enjoys coaching his kids sports teams and spending time at the lake. He resides in Westlake Village and is devoted to his beautiful wife, two crazy boys, beautiful little girl, and their Labrador Retriever.Grant’s Mission:Everyone at FMB Wealth, not just Grant, is passionate about making wealth a force for good and not a source of worry. Grant and his team build plans that confidently reflect and protect what is most important to their client. While we can’t change adverse events, we can change how they affect us and impact us. Grant’s team coordinates the financial affairs of their client to continually move them closer to worry free wealth.Who He Serves:Families: Grant often serves as a Trusted Family Advisor®. In this role he’s able to leverage his understanding of the client, their family and their assets in order to craft a plan that will manage their overall financial structure (not just investment accounts). The long-term goal in these relationships is the preparation of the entire family to prosper and thrive across generations.Virtual Family Office (VFO): As the primary Wealth Strategist in a client’s Virtual Family Office, Grant is responsible for setting the overall strategy for the team, directing the household through their responsibilities and duties, vetting the products and services required and assuring seamless and accurate implementation. The VFO model has emerged as the best-in-class solution for professional athletes, entertainers, private equity & venture capital executives, dedicated philanthropists (Foundation management services included), and multi-generational wealth planning.

Listed skills include Wealth Management, Small Business, Retirement Planning, Financial Services, and 16 others.