Carl Grande- Grand Capital Management - Glendora, California

Kevin A. C. F.

Carl has been working with us for about the last year. We were on the cusp of retirement and were looking for advice on adjusting our investments and assets to meet our retirement goals. The first time we sat down with Carl he listened intently to the things we wanted to do, analyzed our situation and came up with a plan that not only addressed our goals but gave us a vision for possibilities we had not thought of. He worked quickly to help us plug any gaps in our retirement readiness and we have been happily retired for a little over six months and feel confident about our future. One thing we appreciate most about Carl was that he has developed a network of independent professionals who are experts in their own areas of financial services such as estate preparation, tax laws, real estate, and others, and he readily initiates meetings and appointments for us to get the best advice on specific issues. We are much more confident in our financial situation and highly recommend Carl and Grand Capital Management.

Andres H.

After years of managing our own money, my wife and I realized that we finally needed some help. We found Carl online and the rest was history.

Carl has helped us understand our financial goals with more clarity and we actually have a plan now to get to retirement in the a great financial position. He has also helped in other important aspects of our financial planning like getting the right type of insurances set up.

With Carl on our team we can sleep better at night knowing that we have a dedicated person who is managing our investments to the best of his abilities. Thanks Carl for your continued hard work and guidance.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Justin B.

I cannot express enough how fortunate I am to have Carl as my financial advisor/guru. His commitment to my family's financial success and security has brought us an invaluable peace of mind.

From the very beginning, Carl has shown an incredible level of dedication to our financial well-being. He takes the time to thoroughly understand our unique financial situation and long-term goals and he consistently goes above and beyond to ensure that we're on the right path to achieving them.

One of the most remarkable qualities of Carl is his unwavering commitment to his clients. His expertise and guidance have been instrumental in making informed decisions about our investments, retirement planning, and estate management.

What truly sets Carl apart is his character. He is a stand-up guy with a fantastic personality that makes every interaction enjoyable and informative. Trustworthiness is paramount when it comes to dealing with personal finances, and Carl embodies this quality wholeheartedly. I have complete confidence in his ability to manage our finances and that confidence has grown with each successful milestone we've achieved under his guidance.

In summary, Carl is more than a financial advisor; he is a partner, a mentor, and a friend. With his guidance, my family and I have been able to plan out our financial future and make informed decisions that will benefit us for years to come. I couldn't recommend him highly enough. If you're looking for a financial advisor who combines expertise, commitment, and trustworthiness, look no further than Carl.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Humberto M.

Carl is the best in the business!!! He is attentive to my phone calls and emails. He's very knowledgeable and he's a forward thinker. Additionally, he's genuine, experienced, charismatic and will elaborate if confusion arises. He makes sure everyone is on the same page before taking any action. I highly recommend him.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regard to this review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Carol S.

Carl has been my financial planner for over 3 years. He is very good at following up and making sure we are making the best decisions to prepare for full retirement! I have recommended him to several of my friends and family they are all pleased with his services. I highly recommend him! This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Evan B.

Carl has been so kind and welcoming to me. He has a lot of information to share and does so on a digestible level, allowing for the client to understand what he does for them and how he can help them. He’s super friendly, funny, and a great person to have on your side.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Leana E.

We have been working with Carl, our financial advisor over the past few years and he has helped us build and implement a financial plan and strategy to help meet our short term and long-term life goals. He is great at assessing your current financial situation and very knowledgeable in providing suggestions on cash management, insurance coverage, debt management and investment options. Carl is very passionate in his work and wants the best for his clients and is willing to go the extra mile. He is a great listener and has a lot of patience with his clients to ensure they understand the financial concepts and terms. If you are looking for a financial advisor, I highly recommend Carl.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.

Kayla D.

I have loved working with Carl and his team. I’ve seriously started at the bottom - having no idea how to work with the money I was making… Since then Carl had provided me with so much information and help towards my goals. Can’t wait to see what the future holds while working with his team. I am 100% satisfied and can not recommend his company enough.

This review was completed by a current client in which no compensation was provided for said review. There are no material conflicts of interest in regards to review, and no formal compensatory agreement has been communicated or agreed to in exchange for review.