Aileen A. Grant CFP® AIF®

Aileen is a Partner and Senior Wealth Advisor at Newport Advisory.

As a Certified Financial Planner™ and Accredited Investment Fiduciary®, Mrs. Grant is an award winning Wealth Advisor1 with over 20 years of experience in Tax, Financial and Estate Planning. Aileen is committed to providing holistic, objective fiduciary advice, always keeping the client’s interests first.

She is recognized as a knowledgeable retirement planning specialist with additional expertise in Estate Planning. Aileen is passionately dedicated to helping clients achieve their personal financial goals, and maintain their lifestyle throughout retirement. Mrs. Grant and the Newport Advisory team strive to understand their clients’ overall financial situation and provide comprehensive wealth management strategies.

Aileen graduated with a degree in Business and Economics from Westmont College in Santa Barbara and currently lives in South Orange County with her husband, Kevin.  Mrs. Grant volunteers on several boards, including a dog rescue organization and a local hospital foundation. She also enjoys mountain biking, hot yoga, reading and travelling abroad.

 

1 Five Star Wealth Manager 2015, 2106 – Awards are based on ten objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.  Third party rankings and recognition from rating services or publications are not indicative of past or future investment performance.  For more information, go to http://www.fivestarprofessional.com.