Grant S. Colin
Education
- University of California, Los Angeles: Bachelor of Arts in Economics and Minor in Spanish
Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Series 66 – Uniform Combined State Law Examination
Wealth Advisor
Grant Colin works alongside clients, guiding them toward their financial goals. He has been in investment management since 2017 and has extensive experience in various investment strategies, portfolio design, and financial planning. Passionate about helping families navigate an increasingly complicated investment landscape, Grant provides peace of mind so clients can enjoy the wealth they worked so hard to build.
As taxes, capital markets, and economic conditions evolve, Grant embraces the challenges wealth management provides, continuously finding new opportunities to educate himself and his clients. Recognizing that investment management and financial planning go hand-in-hand, he offers significant value in getting to know his clients on a personal level and helping them make confident financial decisions. He often guides clients through cash flow planning for retirement, tailored tax strategies, and helping employees and families maximize their savings options to reach their goals. Since joining Monarch, Grant has appreciated the team’s diverse perspectives, skillsets, and culture of idea-sharing to enhance his clients’ experiences further.
Grant takes a long-term approach to financial management, focusing on building portfolios that align with his client’s goals and can weather market fluctuations. He is dedicated to continuously improving his knowledge to provide exceptional service and develop customized solutions that ensure long-term financial success.
Born and raised in Los Angeles, Grant graduated from UCLA and is bilingual in English and Spanish. He enjoys running, golfing, and playing basketball in his free time. His other interests include singing, traveling, and growing his Bombas sock collection.