Dash Grammer

CFP®

Financial Advisor

[email protected] | 925.866.7800

Dash Grammer is a CFP® and Financial Advisor dedicated to guiding individuals and families through every stage of their financial journey. He works with people from diverse backgrounds who are committed to taking control of their financial futures. Whether you’re planning for retirement, navigating housing decisions, or optimizing your investments and savings strategies, Dash’s mission remains steadfast: to empower you to achieve your financial goals with confidence.

 

Known for his educational and approachable style, Dash simplifies complex financial concepts, ensuring you feel informed and secure in your decisions. He understands that there is no one-size-fits-all solution—taking the time to understand your personal story and priorities—then tailoring strategies to fit your unique needs and objectives.

 

Think of Dash as your personal financial coach. As your life evolves, so do your financial goals. He’s by your side to adjust your plan accordingly, keeping you on track and aligned with your changing circumstances. With his guidance, you can navigate the complexities of financial planning with clarity and assurance, securing your long-term financial well-being.

 

Dash attended the University of Kansas where he received a Bachelor of Science in Finance with a minor in Psychology. While attending KU, he played lacrosse for the Men’s Club Lacrosse team (Go Jayhawks!), a sport he still dabbles in today. Born and raised in California, Dash currently lives in San Francisco where he enjoys bodysurfing and skateboarding at Ocean Beach and immersing himself in the city’s rich and diverse culinary scene.

 

Dash holds CA Insurance Lic. 0N08383. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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