Who We Are
Our Objectives
To partner with our clients to help you achieve your life goals.
To help our clients make informed decisions with a thorough understanding of cost, benefit and risk.
To help our clients avoid errors and take advantage of opportunities to progress confidently towards your objectives.
To implement the necessary steps to accomplish your goals.
To provide a complete solution for your financial management needs.
Staff
Financial Planner, Portfolio Manager
Audrey Grubman, CFP is President of Grubman Financial. Audrey found her true calling when she began offering stock option planning to employees of PeopleSoft. Shortly thereafter, she launched Grubman Financial in 1996. The firm provides a complete range of financial services and prides itself on addressing each client's unique needs. Grubman Financial serves over 120 client families and has more than $140 million of assets under management.
Audrey is a member of the Financial Planning Association and the East Bay Estate Planning Council, and a Trustee of the College Preparatory School. She previously was Chair of the Development Committee of Park Day School. Prior to moving to California, Audrey worked at Dun & Bradstreet Software in accounting, product development and management positions.
Audrey studied Physics at MIT and earned a Certificate in Personal Financial Planning with Distinction from UC Berkeley Extension School.
Financial Planner
Paul Perrino, BS Business Administration San Francisco State University. Paul received his bachelor’s degree with dual concentrations in Financial Services and Corporate Finance. Prior to joining Grubman Financial in 2009, he provided financial planning and asset management support at a registered investment advisory firm in San Francisco for over 3 years.
Paul holds the FINRA Series 65 license, has passed levels I and II of the Chartered Financial Analyst (CFA) program and is currently studying for level III. He is also a member of the Financial Planning Association, San Francisco.
Client Service Manager
Emily Hahn, CRTP, BA English UC Berkeley. Emily has worked in the U.C. Berkeley library system performing a variety of public service, curatorial and research duties. She left the workforce for a few years to raise her two children and returned in 2006 as our client service assistant. As Client Service Manager, her job is to ensure that we provide high-quality service to our clients throughout the investment management, tax preparation and financial planning processes. Emily is also a Registered Tax Preparer with the California Tax Education Council.
Client Service Representative
William Lew. Will worked in the mortgage industry for 6 years prior to joining Grubman Financial in July 2007. As our Client Service Representative, Will prepares paperwork for new clients, sets up new investment management accounts, distributes quarterly statements and invoices, and maintains client files.
