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Staff

Lawrence I. Grossman, CFP®, MBA, AIF®, MA
CERTIFIED FINANCIAL PLANNER™
Lawrence Grossman
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.  Now Available on Amazon.com ... Personal Financial Planning - By the Numbers:  User Manual to the Personal Financial Calculating Program™.   To download the free software, click here.
e-mail: lawrence@grossmanfinancial.com
 

 

 

 

 

 

 

 

 

Catherine (Cat) Castro
Office Administrator
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.
e-mail: cat@grossmanfinancial.com
 

 

Grossman Financial Management
560 First Street, Suite B-203  
Benicia,  CA 94510
Tel: (707)
745-8756   Fax: (707) 745-8723
E-mail: 
info@grossmanfinancial.com


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