- I learned many “kid” things as an adult such as longboarding, paddleboarding, and tennis.
- If I could only eat 1 food, it’s almond butter. My pantry is always stocked with it.
- I’ve camped in 11 states and hope to do all of the lower 48 eventually.
- I learned many “kid” things as an adult such as longboarding, paddleboarding, and tennis.
- If I could only eat 1 food, it’s almond butter. My pantry is always stocked with it.
- I’ve camped in 11 states and hope to do all of the lower 48 eventually.
Gary Grewal
Financial Advisor
Designations: CFP®, MSFP
Gary Grewal graduated from UCLA (Go Bruins!) and proudly calls Rocklin High School his alma mater. Becoming a financial advisor shortly after college, he took six months to explore his career options after realizing his physiological science degree didn't align with his passion. His future became clear while reading personal finance books in Barnes and Noble. Currently residing in Sacramento with his wife, they are fortunate to be surrounded by family and friends in the area. Like many in Sacramento, he enjoys various outdoor activities such as road biking, swimming, paddleboarding, tennis, hiking, and finding solace in nature. In addition to his financial advisory role, he owns a zero-waste moving box company and authored a book titled "Financial Fives" during the pandemic. He also dedicates time to teaching personal finance workshops and classes at the University of California and volunteers for open space conservation initiatives whenever possible.
Education and Certifications
Who I Best Work With
What Guides My Approach
Gary Grewal graduated from UCLA (Go Bruins!) and proudly calls Rocklin High School his alma mater. Becoming a financial advisor shortly after college, he took six months to explore his career options after realizing his physiological science degree didn't align with his passion. His future became clear while reading personal finance books in Barnes and Noble. Currently residing in Sacramento with his wife, they are fortunate to be surrounded by family and friends in the area. Like many in Sacramento, he enjoys various outdoor activities such as road biking, swimming, paddleboarding, tennis, hiking, and finding solace in nature. In addition to his financial advisory role, he owns a zero-waste moving box company and authored a book titled "Financial Fives" during the pandemic. He also dedicates time to teaching personal finance workshops and classes at the University of California and volunteers for open space conservation initiatives whenever possible.
“My favorite thing about being an advisor is every day is different, and every client's story is different. We get to be a part of the highs and lows in a client's life and enable them to achieve things they didn't think were possible, while also helping them sleep better at night knowing they have a trusted partner for money questions.”
- Gary Grewal, Allworth Financial Advisor
More About Gary:
- I learned many “kid” things as an adult such as longboarding, paddleboarding, and tennis.
- If I could only eat 1 food, it’s almond butter. My pantry is always stocked with it.
- I’ve camped in 11 states and hope to do all of the lower 48 eventually.
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
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