Grant Blindbury, Cfp®

Grant Blindbury, Cfp® Email and Phone Number

Partner at FMB Wealth Management @ FMB Wealth Management
westlake village, california, united states
Grant Blindbury, Cfp®'s Location
Westlake Village, California, United States, United States
Grant Blindbury, Cfp®'s Contact Details

Grant Blindbury, Cfp® work email

Grant Blindbury, Cfp® personal email

Grant Blindbury, Cfp® phone numbers

About Grant Blindbury, Cfp®

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.

Grant Blindbury, Cfp®'s Current Company Details
FMB Wealth Management

Fmb Wealth Management

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Partner at FMB Wealth Management
westlake village, california, united states
Website:
fmbwealth.com
Employees:
15
Grant Blindbury, Cfp® Work Experience Details
  • Fmb Wealth Management
    Partner
    Fmb Wealth Management Jan 2003 - Present
    Westlake Village, Ca
    Partner at FMB Wealth Management, a boutique firm delivering comprehensive wealth management and virtual family office services to a select group of clients.
  • Fmb Retirement Services
    Director
    Fmb Retirement Services Jan 2012 - Present
    Westlake Village, Ca
    FMB Retirement Services, an affiliate of FMB Wealth Management, is a specialist in Retirement Services. We are a Registered Investment Advisor (RIA), and accept our fiduciary role in writing. FMB provides comprehensive retirement plan design, Fiduciary services and Investment Management for businesses of all types and sizes.
  • Benefit Planning, Inc.
    Qualified Plan Consultant
    Benefit Planning, Inc. Sep 2001 - Dec 2005
    Qualified plan consultant for Benefit Planning, Inc., a third-party administration firm specializing in custom designed retirement plans for small business owners.

Grant Blindbury, Cfp® Skills

Wealth Management Small Business Retirement Planning Financial Services Estate Planning Integrated Marketing Management Relationship Management Asset Management Investments Trusts Risk Management Portfolio Management Strategic Financial Planning Research Asset Managment Project Planning Insurance Investment Advisory Finance

Grant Blindbury, Cfp® Education Details

Frequently Asked Questions about Grant Blindbury, Cfp®

What company does Grant Blindbury, Cfp® work for?

Grant Blindbury, Cfp® works for Fmb Wealth Management

What is Grant Blindbury, Cfp®'s role at the current company?

Grant Blindbury, Cfp®'s current role is Partner at FMB Wealth Management.

What is Grant Blindbury, Cfp®'s email address?

Grant Blindbury, Cfp®'s email address is gr****@****lth.com

What is Grant Blindbury, Cfp®'s direct phone number?

Grant Blindbury, Cfp®'s direct phone number is +131026*****

What schools did Grant Blindbury, Cfp® attend?

Grant Blindbury, Cfp® attended Ucla, Westlake High School.

What are some of Grant Blindbury, Cfp®'s interests?

Grant Blindbury, Cfp® has interest in Securities Pricing Research, New Technology, Children, Cooking, Practice Management Personal, Wake Boarding, Beach Volleyball, Snowboarding, Education, Wine.

What skills is Grant Blindbury, Cfp® known for?

Grant Blindbury, Cfp® has skills like Wealth Management, Small Business, Retirement Planning, Financial Services, Estate Planning, Integrated Marketing, Management, Relationship Management, Asset Management, Investments, Trusts, Risk Management.

Who are Grant Blindbury, Cfp®'s colleagues?

Grant Blindbury, Cfp®'s colleagues are Jake Berman, Mba, Danny Mock, Ms, Cfp®, Christopher Anthony Mckay, Linda Johnson, David Howerton, Ariana Nicolau, A.j. Miller, Crps™.

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