Dimensions Wealth Management, LLC

Kali Grant is a financial advisor with Dimensions Wealth Management, LLC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining Dimensions Wealth Management, she worked at Morgan Stanley Smith Barney for nine years. Outside of her advisory role, she serves as a notary public and signing agent and is involved in her local community as the Snack Bar Director for the Placer Hillmen Football Booster Club. Dimensions Wealth Management is a small SEC-registered advisory firm serving individual and high-net-worth clients as well as employer retirement plan sponsors. The firm offers comprehensive portfolio management and retirement plan consulting with an emphasis on asset allocation and a range of investment strategies.

Christopher Carolan is a CFP® professional with 24 years of industry experience. He is the sole advisor at Dimensions Wealth Management, LLC, where he has worked since 2018. Prior to that, he held positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved with an estate planning team in Roseville, CA, focusing on marketing and explaining deferred sales trust strategies. Dimensions Wealth Management is a small SEC-registered advisory firm serving individual and high-net-worth clients as well as employer retirement plan sponsors. The firm offers comprehensive portfolio management and retirement plan consulting, emphasizing asset-allocation-based strategies with options for discretionary or non-discretionary management.