Grant Raymond

Background

About Grant Raymond

Grant Raymond is a Wealth Manager at Raymond Wesley Wealth Management, an independent financial services firm serving individuals throughout Southern California. He is an Accredited Investment Fiduciary Designee (AIF) who offers unbiased financial advice. Working largely with individuals and business owners, Grant enjoys focusing 100% of his attention on his clients to collaborate on their financial plan. He strives to provide white glove service while helping them pursue their goals in a way that is fun and personal. He also specializes in retirement plan consulting, working with executives and plan sponsors to create defined contribution plans, defined benefit plans, and group health insurance plans that address their company’s unique goals. Experience and Expertise Grant joined Raymond Wesley Wealth Management in 2007 after graduating from Cal State University, San Marcos. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Investment Fiduciary ® (AIF®) Designee. He holds his Series 7, 6, 66 and 63 securities registrations through LPL Financial and maintains a California life insurance license. Meet Grant Grant resides in San Clemente with his wife and three children. Grant enjoys surfing, golf, and spending time outdoors with family and friends. Grant Raymond is a registered representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit