Grant Sclafani founder and partner of Sclafani Wealth Advisors.
Grant specializes in retirement planning and working with individuals, families, and small businesses. He helps implement comprehensive investment and insurance strategies tailored to fit each client's needs. Grant uses a personalized approach to engage his clients in a collaborative discussion to identify where they are in their current financial situation, determine financial needs and goals and then develop a personalized strategy to pursue them.
Building a relationship with each client based on trust is a key principle for Grant’s practice. This relationship helps Grant work with you at each stage of your life whether that be saving and building a nest egg, accumulating enough wealth to feel comfortable enough to retire, or helping you transition into retirement and withdrawing income to cover living expenses while also maintaining your lifestyle throughout your retirement years.
Grant began his career in financial planning and wealth management in 2015 upon graduation from the University of California Riverside. Grant is licensed in Life and Health Insurance, CA Insurance License # 0K41837 and holds his FINRA series 6, 63, and 65 securities registrations as a registered representative with Cetera Financial Specialists LLC and an Investment Advisor Representative with Cetera Investment Advisers LLC. Grant is also an Accredited Investment Fiduciary (AIF®).
Outside of the office, Grant is passionate about helping individuals grow and develop lifelong skills. You can find Grant volunteering with the local Boy Scouts council where he helps teach the swimming merit badge. Grant is an Eagle Scout.