Colin C. Grover, Cfp®

Colin C. Grover, Cfp® Email and Phone Number

Director, Senior Wealth Manager @ Lido Advisors, LLC
Houston, TX, US
Colin C. Grover, Cfp®'s Location
Houston, Texas, United States, United States
Colin C. Grover, Cfp®'s Contact Details
About Colin C. Grover, Cfp®

Mr. Grover is passionate about doing what is right for the client and leveraging technology to enhance the client experience. His passion fuels innovation and action on behalf of his clients, from designing risk-adjusted portfolios for conservative investors, partnering with ultra-high net worth families to create virtual family offices, to leveraging MyLido to collaborate with clients beyond the balance sheet.He enjoys being in the service of others. His philosophy is that every client has a life story to tell and he enjoys being in the unique position to hear those stories, learn from those stories, become part of the story, and gain permission to be a trusted advisor.Areas of Expertise:• Wealth Management• Financial Life Planning• Family Dynamics• Tax Strategies & Planning• Estate & Legacy Planning• Wealth Transfer• Risk Management• Asset ProtectionCERTIFIED FINANCIAL PLANNER™Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Colin C. Grover, Cfp®'s Current Company Details
Lido Advisors, LLC

Lido Advisors, Llc

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Director, Senior Wealth Manager
Houston, TX, US
Website:
lidoadvisors.com
Employees:
360
Colin C. Grover, Cfp® Work Experience Details
  • Lido Advisors, Llc
    Director, Senior Wealth Manager
    Lido Advisors, Llc
    Houston, Tx, Us
    View
  • Lido Advisors, Llc
    Svp, Senior Wealth Manager
    Lido Advisors, Llc Oct 2020 - Present
    Los Angeles, Ca, Us
    Lido Advisors is a national wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. We utilize experience, creativity, and independence to grow, maximize and protect our clients’ assets and legacy. We dedicate our resources to the development of coordinated wealth planning to offer innovative, creative, and cutting-edge solutions to high net worth and ultra-high net worth individuals, families, and charitable organizations across the U.S.Our experienced team is comprised of independent thinkers, adept in hedging techniques, active allocations, sourcing third-party managers, and direct alternative investments. We are comfortable with a variety of approaches and investment strategies including private asset-based lending, direct real estate investments, and private equity.
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  • Mount Snow
    Ski Patroller
    Mount Snow 2004 - Present
    West Dover, Vermont, Us
    View
  • Portfolio Solutions
    Director Of Strategy And Growth
    Portfolio Solutions Feb 2016 - Sep 2020
  • Financial Planning Association (Fpa)
    Board Member
    Financial Planning Association (Fpa) Jul 2013 - Jun 2018
    Denver, Colorado, Us
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  • Fairfield University Dolan School Of Business Financial Planning Advisory Board
    Advisory Board Member
    Fairfield University Dolan School Of Business Financial Planning Advisory Board Jun 2015 - May 2017
  • Liberty Wealth Advisors
    Director
    Liberty Wealth Advisors Mar 2012 - Jan 2016
  • Bank Of America Merrill Lynch
    Assistant Vice President
    Bank Of America Merrill Lynch Apr 2011 - Apr 2012
    New York, Ny, Us
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  • People'S United Bank
    Financial Advisor - Assistant Vice President
    People'S United Bank Oct 2006 - Mar 2011
    Bridgeport, Ct, Us
    View

Colin C. Grover, Cfp® Skills

Leadership Estate Planning Financial Advisory Series 63 Independent Financial Advice Crisis Communications Strategic Partnerships Public Speaking Salesforce.com Fixed Income Digital Strategy Estate Tax Planning Retirement Planning Financial Planning Media Relations Networking Portfolio Management Investments Business Analysis Finance Money Guide Pro Investment Advisory Asset Allocation Pardot Strategy Financial Services Organizational Development Wealth Management Client Expectations Management Human Dynamics Morningstar Human Behavior Cyber Security Fintech Asset Management Organizational Behavior Niche Talent Acquisition Organizational Culture Certified Financial Planner Microsoft Outlook Wealth Personal Financial Planning Business Strategy Management Strategic Communications Group Dynamics Mergers And Acquisitions Series 65 Recruiting Key Client Relationships Securities Culture Change

Colin C. Grover, Cfp® Education Details

  • Fairfield University
    Fairfield University
    Financial Planning And Services
  • Keene State College
    Keene State College
    Economics
  • Fairfield College Preparatory School
    Fairfield College Preparatory School

Frequently Asked Questions about Colin C. Grover, Cfp®

What company does Colin C. Grover, Cfp® work for?

Colin C. Grover, Cfp® works for Lido Advisors, Llc

What is Colin C. Grover, Cfp®'s role at the current company?

Colin C. Grover, Cfp®'s current role is Director, Senior Wealth Manager.

What is Colin C. Grover, Cfp®'s email address?

Colin C. Grover, Cfp®'s email address is cc****@****aol.com

What schools did Colin C. Grover, Cfp® attend?

Colin C. Grover, Cfp® attended Fairfield University, Keene State College, Fairfield College Preparatory School.

What skills is Colin C. Grover, Cfp® known for?

Colin C. Grover, Cfp® has skills like Leadership, Estate Planning, Financial Advisory, Series 63, Independent Financial Advice, Crisis Communications, Strategic Partnerships, Public Speaking, Salesforce.com, Fixed Income, Digital Strategy, Estate Tax Planning.

Who are Colin C. Grover, Cfp®'s colleagues?

Colin C. Grover, Cfp®'s colleagues are Danny Leong, Cfp®, Mohamed Dado, Giovanni Pedrazzini, Zaynoun Sakor, Jessica Fino, Kristaps Baumanis, Biuro Lido.

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