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, Branch Manager and Raymond James Chairman’s Council Advisor, (2012-2017)* 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 IDA/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 solutions to 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, Justin married to his wife Michelle and Matthew is a student at Grand Canyon University.
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 and enjoys volunteering in his church and in the local community.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.