Advisors at this firm
Taras Z
Series 65
Pleasanton, CA
Grant Private Wealth Management
Taras Zatvarskiy is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Nordstrom for eight years. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with retirement-plan advisory services.
Lyudmila T
Series 63, Series 65
Pleasanton, CA
Grant Private Wealth Management
Lyudmila Ter Avanesyan is a financial advisor with Grant Private Wealth Management in Pleasanton, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Glava Realty. Outside of advising, she is involved in property management through her ownership of a rental property business. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans, tailoring strategies to client goals and risk tolerance using a mix of analytical approaches. The firm offers various engagement options and conducts public educational seminars at no charge.
Grant T
CFP®, Series 63, Series 66
Pleasanton, CA
Grant Private Wealth Management
Grant Ter Avanesyan is a CFP® with 18 years of industry experience, currently serving at Grant Private Wealth Management in Pleasanton, CA. His prior experience includes roles at Strategic Advisers Inc. and Fidelity Brokerage Services, LLC. Outside of financial advising, he is involved in medical and health care services through IHSS In Home Supportive Services and participates in real estate development as a managing member of Leo Development. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm customizes strategies based on each client’s goals, time horizon, and risk tolerance, utilizing a combination of fundamental, technical, charting, and cyclical analysis with ongoing monitoring and periodic reviews.
Cade M
Series 65
Pleasanton, CA
Grant Private Wealth Management
Cade Myers is a financial advisor at Grant Private Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Hathaway Dinwiddie Construction Company for two years and was a full-time student for eight years. Grant Private Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, business entities, and qualified retirement plans. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerance, utilizing a combination of fundamental, technical, charting, and cyclical analysis, and offers educational seminars and workshops at no charge.
Jamshid K
Series 63, Series 65
Pleasanton, CA
Grant Private Wealth Management
Jamshid Kekobad is a financial advisor at Grant Private Wealth Management with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Point Digital Finance, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Grant Private Wealth Management provides fee-based investment management and financial planning to individuals, trusts, business entities, and qualified retirement plans. The firm customizes strategies based on clients’ goals, time horizons, and risk tolerance, utilizing a combination of fundamental, technical, charting, and cyclical analysis.
