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 Advisors Blog

5 Hallmarks of Great Financial Advice

2/12/18 You may think the best financial advice is that which makes you the most money. Think again. You may get lucky on bad advice but at some point, the luck will run out, putting your financial future into jeopardy. Separate the good from the...

Protecting Investment Accounts from Cyberattacks

1/19/18 Hackers have dismantled hospitals, held a North Carolina county’s computer system hostage, and stolen the personal information of basically half of all Americans. And that was just in 2017. Who’s to say they won’t go after investment...

Cryptocurrency: What’s It All About?

12/21/17 Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody and their cousin are getting in on it. Psychologists have...

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...