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Meet the Team

When you became a client, you put your trust in me to help make your vision a reality. I honor that trust, and in return am committed to you and your success.

Grant Silverman, CFP®

Owner, Financial Advisor

(415) 265-2614

My family’s financial planning history began with my great grandmother, one of San Francisco’s first female money managers back in the early 1900’s. My grandmother followed, working as a stock broker in the...

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