Grant Vahalla, CFP®

Senior Wealth Manager at Lido Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Encinitas, California, United States, US
Skills

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Bio

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Credentials

  • certified financial planner
    CFP Board
    Nov, 2011
    - Nov, 2024

Experience

  • Lido Advisors, LLC
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Senior Wealth Manager
      • Mar 2023 - Present

  • TIAA
    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Advisor
      • May 2017 - Apr 2023

      Serving those who serve in the great San Diego area. Solving for client's the most difficult financial needs using in depth Tax, Estate, and Retirement strategies. Serving those who serve in the great San Diego area. Solving for client's the most difficult financial needs using in depth Tax, Estate, and Retirement strategies.

  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Consultant
      • Mar 2012 - Apr 2017

      Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client’s broad range of investment needs Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Exceptional knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies by leveraging guidance tools Collaborating with multiple business partners allows you to create an unsurpassed customer experience and meet the client’s broad range of investment needs

  • Advanced Practice Advisors, LLC
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor Representative
      • Jul 2010 - Mar 2012

      Portrayed ability to articulate complex financial concepts to clients Designed investment policy statements that matched client’s risk tolerances and time horizons Organized and presented sales presentations to CPA’s and individual clients Built strong sales skills needed to succeed in the financial services industry Portrayed ability to articulate complex financial concepts to clients Designed investment policy statements that matched client’s risk tolerances and time horizons Organized and presented sales presentations to CPA’s and individual clients Built strong sales skills needed to succeed in the financial services industry

Education

  • George Fox University
    Bachelor’s Degree, Economics, Business Administration: Finance Concentration
    2006 - 2010
  • La Costa Canyon High School
    High School
    2003 - 2006

Community

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