A native of Modesto, Michael established his financial planning practice to help clients become financially independent. Over the past thirty years he has worked with multiple generations to design wealth management plans that help guide clients through the complexity of today’s financial markets.
Michael wants every client to have a great experience and has assembled a team of professionals to provide personalized service with a human touch. Grover Financial Group believes technology should help build relationships with our clients not replace that relationship.
Michael is a CERTIFIED FINANCIAL PLANNER™ professional and Branch Manager with Raymond James and Managing Partner of Grover Financial Group, who graduated from California State University of Stanislaus with a Business/Finance Degree. After college he spent the first five years of his career at IDS/American Express before transferring to Edward Jones in 1991 and then eventually joining Raymond James in 2012. The move allowed him to form a team and to provide increased investment strategies to help fit the needs of his clients. He holds his series 7,9,10,63 and 66 licenses.
Michael is married to his wife, Sherri and they have three children; Nicole married to her husband Eric along with a grandson, Casey Taylor. Justin married to his wife Michelle and son Matthew.
Michael has a passion for travel, sparked by his time spent living in France during college.He also enjoys music, golfing with friends and time spent with his family. He has served on numerous boards in the central valley.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
