Meet Our Team

Lawrence I. Grossman,

CFP®, MBA, AIF®, MA

CERTIFIED FINANCIAL PLANNER™
Mr. Grossman is the Principal of Grossman Financial Management, which he established in 1997. 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.

Catherine (Cat) Castro

Client Services & Office Administrator

Mrs. Castro (Cat) is the Client Services & Office Administrator at Grossman Financial Management and directly supports the firm’s Principal and clients. Her primary responsibilities include continuously providing support to our clients and successfully minimizes any stress associated with client administrative procedures. Cat also works as a liaison for clients with outside investment company custodians. Cat takes pride in consistently delivering a high level of personalized client services and looks forward to forming a close and long-term relationship with clients.

Cat performs and manages all aspects of the office as well as client related services. She joined the firm in 2000 and has over 30 years of office management/administrative experience.