Financial Planning .
. Fiduciary . Independent . Fee-Only
Lawrence I. Grossman, CFP®,
MBA, AIF®, MA
CERTIFIED FINANCIAL PLANNER™
Mr. Grossman is the Principal of Grossman Financial
Management, which he established in 1998. Mr. Grossman is a Certified Financial
Planner™, Registered Investment Advisor, and Accredited Investment Fiduciary®.
He has been professionally engaged in financial planning since 1983. He holds
the degree of Master of Business Administration in Finance from the Wharton
School (University of Pennsylvania) and earned undergraduate and graduate
degrees in economics from, respectively, the University of California, Santa
Barbara, and Johns Hopkins University. For many years, Mr. Grossman taught
financial planning in the professional financial planning programs at the
University of California, Davis and Berkeley.
Mr. Grossman has served in a
variety of volunteer financial management capacities for non-profit
organizations as well as four years on the City of Benicia's Finance Committee,
including serving as Chair 2013-2014.
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Catherine (Cat) Castro
Mrs. Castro is the Office Administrator at Grossman Financial Management. Her
primary responsibilities include ensuring the efficient handling of client
services, performing special projects and managing office affairs. A
consistently high level of personalized client service is a hallmark of Grossman
Financial Management; in this, Mrs. Castro plays a central role by performing
many of the "behind the scenes" activities of the firm. Mrs. Castro joined the
firm in 2000. Her background includes 20 years of administrative and office
management experience in the banking, medical, and computer fields.
560 First Street,
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it is properly registered, or excluded or exempted from registration
requirements. Past performance may not
be indicative of future results.
Therefore, no current or prospective client should assume that the
future performance of any specific investment, investment strategy (including
the investments and/or investment strategies recommended and/or purchased by
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or indirectly via link to any unaffiliated third-party Website, will be
profitable or equal to corresponding indicated performance levels. Different types of investment involve varying
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or the deduction of an investment-management fee, the incurrence of which would
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