Grant Vahalla, CFP® joined Lido in 2023. Grant’s focus is on delivering world-class client experiences leveraging Lido’s unique solutions and technology. Over the last decade, Grant has delivered sophisticated planning solutions to high net worth and affluent clients across the country solving for their challenges surrounding risk management, tax efficiency, income generation, legacy, and incapacity planning.
Grant is a graduate of George Fox University in Portland, OR, where he double majored in Economics and Business Administration with a concentration in Finance. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2013 and holds his Series 65 and 66.
Grant was born in Encinitas, CA, where he lives today with his wife, Jennifer, and his three children. He is actively involved in his community and sits on the advisory board for Water’s Edge Church, overseeing missions and discipleship. He enjoys spending as much time outside as possible and can often be found fishing, diving, and surfing.