Grant Private Wealth Management
Lorenzo Alfonso is an Investment Advisor Representative at Grant Private Wealth Management since December 2022, where involvement includes collaborating with high-net-worth clients to create personalized investment strategies. Additionally, Lorenzo serves as a Presidential Ambassador for CSU, promoting connections between student leaders and donors to enhance the university's legacy of giving. Prior experience includes a Front End Service position at Walmart from November 2021 to August 2022. Lorenzo is pursuing a Bachelor's degree in Business Finance with a focus on Investment Analysis and Financial Planning at Colorado State University, expected to graduate in May 2026, following a high school diploma from Pueblo South High School in May 2022.
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Grant Private Wealth Management
Grant Private Wealth Management Inc, is a Registered Investment Advisor firm located in Walnut Creek, CA. We are dedicated to providing financial planning to high net worth individuals and families. We work closely with our clients to develop investment strategies tailored to each client’s unique circumstances. Our mission is to establish lifelong relationships with our clients through education, trust, and service. We take a holistic approach to financial planning, advising on every aspect of your wealth to build a sound financial plan. We believe in working closely with your other professional advisers (such as attorneys and accountants) to ensure that everything is managed effectively on your behalf. We are dedicated to providing you with an experience that exceeds expectations, along with the ongoing relationship you deserve, can count on, and trust. Whatever your investing needs, we are here to help you meet them.