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

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...

Charitable Giving Under New Tax Laws: Understanding the Donor-Advised Fund (DAF)

2/28/18 No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of...

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...