Grant Smith CPFA®
Grant C. Smith is a Financial Advisor for Vintage Wealth Advisors in the Napa Valley. Before joining Vintage Wealth Advisors, Grant worked in San Francisco for Oppenheimer. At Oppenheimer, the New York based investment bank and wealth management firm, Grant worked in the private client division of the firm, serving high net worth individuals and families, as well as providing advice for 401(k) and 403(b) plans for small businesses. Grant focuses on holistic financial planning through analysis of each aspect of a given individual’s financial wellbeing, namely with respect to retirement planning, college and estate planning, and how each facet of an individual’s larger financial picture translates to investment advice tailored to time horizon and risk tolerance.
Grant is an alumnus of Oregon State University, and holds FINRA’s Series 7 Registration through LPL Financial and Series 66 Registration through both LPL Financial and Financial Advocates Investment Management, as well as the California State Insurance License. Outside of the office, he enjoys staying involved with the local community; he is a Board Member for the Napa Farmers Market, and a Board Member for Child Start, a nonprofit that focuses on early learning initiatives for young children and their families. He spends free time with friends and family, trying new restaurants, running, and playing golf.