Gary Grewal
Financial Advisor
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.
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.
Latest Insights
The Emotional Side of Estate Planning: Preparing Your Family for the Future
Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …
Read more
The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes
Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.
Read more
The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)
Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.
Read more
