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“Nothing great was ever achieved without enthusiasm.”

 -Ralph Waldo Emerson

Grant A. Seybold

Grant A. Seybold

Wealth Management Associate



Grant and Mike first got to know each other in 2008 when Grant joined the Boy Scout’s Venturing program as a freshman in high school. Seven years later, the summer before his senior year in college, Grant worked at the firm as a summer intern. He wanted to get a better understanding of how finance applies to everyday life and to explore which areas of finance he would want to pursue as an occupation. His experience that summer lit a fire that sparked the desire for Grant to become a financial planner. After graduation, Grant joined the firm full time.

Grant assists with client analyses and correspondence, maintains our social media and web presence, and assists with administrative duties. He is a talented writer and critical thinker who knows how to get things done in a pleasant and courteous way. Grant is currently studying to earn his Certified Financial Planner designation.

Grant grew up in Thousand Oaks. He enjoys a variety of outdoor activities, especially SCUBA diving. Grant is a Master SCUBA Diver, a rating that fewer than two percent of divers achieve.

Education:
Bachelor of Arts, Economics with a business minor, University of Colorado, Boulder, 2016

Licenses:
FINRA General Securities Representative Series 7
FINRA Uniform Combined State Law Exam Series 66
CTEC Registered Tax Preparer
California Life Insurance Agent

Professional Affiliations:
Member, Financial Planning Association