Torrance, California Office
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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.
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He brings experience across both institutional investment management and the RIA space, shaping a practical, client-first approach centered on transparency and consistent execution.
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Grady earned his Bachelor of Science in Business Administration with a concentration in Financial Management from Cal Poly San Luis Obispo.
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Outside of work, he values time with family and comes from a large Greek background. He is fluent in Greek, enjoys traveling, and is an avid basketball fan, with the Lakers as his team. He is also a strong supporter and volunteer within the special needs community.
Connect with Grady
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