Kingsview Partners
Carlo G. currently serves as the Corporate Financial Controller at Kingsview Partners, an M&A firm in a hyper-growth cycle, following a diverse career in financial management and consulting. Carlo G. is the Principal Owner of Grifantini Enterprises, specializing in property management and construction, and operates Grifantini Consulting, focusing on business management and financial analysis. Previous roles include Controller positions at Murphy Company and Nor-Cal Products, Inc., as well as Chief Financial Officer at ECS, where Carlo G. earned a Six Sigma Black Belt in 2019. Early career experience includes managing accounts payable at Chemtex and providing accounting support at Evergreen Federal Bank. Carlo G. holds a Master of Arts in Organizational Leadership from Gonzaga University and a Bachelor of Science in Business Administration from the University of North Carolina Wilmington.
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Kingsview Partners
Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future. "We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes." - Joshua M. Lewis, Senior Managing Partner