Torrance, California Office
-
Grady is a CERTIFIED FINANCIAL PLANNER® professional who works closely with individuals and families to simplify complex financial decisions and build clear paths toward long-term success. His advice is grounded in a fiduciary standard, with a strong focus on aligning investment strategy, tax efficiency, and planning decisions with each client’s broader life goals.
-
He brings experience across both institutional investment management and the RIA space, shaping a practical, client-first approach centered on transparency and consistent execution.
-
Grady earned his Bachelor of Science in Business Administration with a concentration in Financial Management from Cal Poly San Luis Obispo.
-
Outside the office, Grady enjoys playing pickleball, golfing, and trying new recipes in the kitchen. He is also currently caring for two short-haired Persian cats, Finn and Fran.
Connect with Grady
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
EP Wealth Vice President, Advisor,...
EP Wealth Senior Vice President,...
Jimmie Plaskey, CFP®, CDFA®, walks...
The SSA now requires Login.gov or ID.me...




