Gary Grewal

Lead Planner

Gary grew up in Rocklin, CA just outside Sacramento, entered the financial planning industry after college in 2010, and received his CFP® in 2016. Gary loves the variety of clients that he has the privilege of helping. Everyone has unique goals and challenges, and he feels privileged to use his expertise to greatly impact someone’s future with financial planning. Outside of work, Gary owns a zero-waste moving box rental company, loves to read, cook, volunteer for various causes and leadership roles, and dash outside for sports whenever the suns beckons with its shine.

Education: University of California Los Angeles (BS),  The American College (MS)

"Happiness begins where selfishness ends" - Coach John Wooden

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Get to know Gary

Grewal family Christmas card picture 2018!

Rafting with friends on the Arkansas River in Burma Vista, CO. We got hailed on in August!

Sand carving at the US Open of Surfing in Huntington Beach, CA!

After never seeing a (real) celebrity while attending UCLA, got to meet 007 at the Colorado Environmental Film Festival!

What was the best concert you ever attended?

One Republic

What are you passionate about?

Conservation, Sustainability, and social impact.

What's the craziest thing you've ever done?

Jump off a rock into a swimming hole in Aspen without knowing the depth of the river

What's the best meal you've ever had?

Answer