CFP® – Partner

Grant Blindbury has been working in the Investment Advisory industry since 2003 managing assets of affluent individuals and pension plans.  Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles (UCLA) in 2001.  Grant specializes in working with clients approaching or entering retirement and positions them for a successful retirement by coordinating their most important financial affairs.  Grant’s goal, as his client’s personal CFO, is to deliver both the financial outcome and experience necessary to accomplish their most important goals.  In 2007, Grant earned the professional credential CERTIFIED FINANCIAL PLANNER™ (CFP®).  He is an active member of the Financial Planning Association (FPA) and participates in multiple professional learning groups.  He is on the Board of Directors for both the Conejo Valley Estate Planning Council and Big Brothers Big Sisters of Ventura County.  From the outset he was drawn to the client-centric model that fee-based advisory services provided and joined forces with Fields Financial Associates, Inc.  He would later partner with the founders of Fields Financial Associates to form FMB Wealth Management.  In September 2012, Grant was recognized by the Pacific Coast Business Times as one of the top 40 up-and-coming businessmen and women under 40 from San Luis Obispo, Santa Barbara and Ventura Counties. 

The FMB Blog

Off to College: Books, Bedding and a Power of Attorney?

9/11/17 When your child prepares to head off to college, putting a power of attorney in place for them is likely the last thing on your mind. After all, they’re just about to test the waters of adulthood, of true independence, and there’s so much...

Financial Planning Steps after Losing a Spouse

8/15/17 Nothing can prepare you for losing your spouse. If you have recently been widowed, the world seems to demand rapid response to weighty decisions at every turn. Among the hardships of losing a spouse are legal decisions, financial pressures...

Are You Prepared for a Market “Correction”?

6/30/17 Before we proceed, let’s get two things straight: First, there is no such thing as a “correction”. When buyers and sellers agree on a price, that is the correct market price. However, there have been and will be large market price declines...

DOL’s Fiduciary Rule Goes into Effect on June 9

6/1/17 After a 60-day delay from its original schedule, the Department of Labor’s (DOL) fiduciary rule – an investor-protection law created under the Obama administration – is now set to go into effect on June 9, 2017. Many investors are wondering...

The Uncertainty Paradox

5/11/17 “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it? There are many different aspects to uncertainty, some that can be measured and some that cannot. Uncertainty is an unchangeable...