Broker Check
Stephen Grant

Stephen Grant

Paraplanner

Stephen spends a majority of his day running investment reports, insurance illustrations, and creating presentations for our current clients. He helps us present recommendations to clients based on their concerns, goals, and objectives. He is constantly speaking with wholesalers of other companies to find suitable solutions for each family. In addition, Stephen assists Nicole with contacting potential new clients to schedule meetings. Stephen obtained his Bachelor's Degree in 2020 from UCLA. 

Some of Stephen's hobbies include playing golf on the weekends with his friends. He is also a huge sports fanatic and loves to attend baseball games. When he is not working or outdoors, Stephen likes to spend time with his family.  Read More...