Grant Hartwell, CFP®
Grant Hartwell, CFP®, is one of the principal advisors of the firm. Having worked with Phil for over 10 years, Grant helps make sure that the client experience stays consistent and focused on comprehensive financial planning. His areas of expertise include cash flow and debt management, insurance planning, and multi-generational legacy planning. You will also find him leading the enrollment meetings for our 401(k) clients. When Grant is not at the office, he enjoys staying active, and exploring Los Angeles with family.