Who We Are
Who We Are
Grant Private Wealth Management Inc, is a Registered Investment Advisor firm with offices located in Pleasanton and Walnut Creek, CA. We are dedicated to providing financial planning to high net worth individuals and families. We work closely with our clients to develop investment strategies tailored to each client’s unique circumstances.
Our Mission
Our Mission
To establish lifelong relationships with our clients through education, trust, and service.
We take a holistic approach to financial planning, advising on every aspect of your wealth to build a sound financial plan. We believe in working closely with your other professional advisers (such as attorneys and accountants) to ensure that everything is managed effectively on your behalf.
We are dedicated to providing you with an experience that exceeds expectations, along with the ongoing relationship you deserve, can count on, and trust. Whatever your investing needs, we are here to help you meet them.
The Team
The Team
Grant Ter-Avanesyan
Owner & Chief Investment Officer, MBA, CFP®, CETF®, Ph.D. (h.c.)
Grant brings over 16 years of financial advisory experience to his role at Grant Private Wealth Management. Prior to establishing his own firm, he was a Vice President Financial Consultant with Fidelity Investments Private Client Group. He spent over ten years at Fidelity Investments, and was responsible for managing over 450 high net worth client relationships exceeding $1.1 Billion in total assets. He specialized in portfolio management and retirement planning services.
Grant spent five years working with executives and directors in Silicon Valley, and the last five years in Walnut Creek assisting clients with comprehensive retirement and estate planning. Throughout his career Grant has presented seminars on investments, taxes, retirement and estate planning throughout the Bay Area.
Bachelor of Business Administration
Westminster College, Salt Lake City, UT
Master of Business Administration
Lincoln University, Oakland, CA
Honorary Doctor of Business Administration
Lincoln University, Oakland, CA
CERTIFIED FINANCIAL PLANNER (CFP®), Certified Financial Planner Board of Standards, Inc.
CA Insurance Lic. #0H71920
Estate Planning Certified, Cannon Financial Institute
Series 66
Previously held Series 7 and 63 licenses
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
Luda Ter-Avanesyan
Chief Operations Officer
Luda brings over 11 years of experience in the financial industry to her role as Chief Operations Officer at Grant Private Wealth Management. Previously, she worked as a Financial Representative and Relationship Manager at Fidelity Investments, supporting multiple Financial Advisors and assisting clients with complex service needs. Luda’s background in administration and customer service helped to facilitate seamless communication between clients and their advisors.
BA, Business Administration
University at Buffalo, New York, NY
Medeya Guasi
Office Manager
Medeya brings over 16 years of experience to her role as office manager at Grant Private Wealth Management Inc. Previously, she provided loan processing and administrative services, prepared and managed the submission of financial applications, and served as a liaison with customers, advisors, and loan officials. Her background in customer service and financial transactions, along with her fluency in German, Russian, and Armenian, serves her well in providing personalized and detail-oriented service to our clients.
Jim Kekobad
Senior Wealth Manager, CETF®
Jim serves as a Senior Wealth Manager with GPWM, working with high-net-worth individuals and families to create and maintain a customized plan for retirement and beyond. His comprehensive approach addresses complex needs in the areas of equity compensation, tax mitigation, education planning and charitable giving. Jim has over 10 years of experience in the financial services industry. Prior to joining Grant Private Wealth Management, Jim worked as a Vice President Financial Consultant with Fidelity Investments. He managed over 300 relationships with about $1.3 Billion in assets. Winner of the President’s Circle award in 2 consecutive years. He has a Bachelor’s degree in Chemical Engineering from the University of Mumbai and a Master’s in Environmental Engineering from Missouri University of Science and Technology. He worked as a Project manager prior to moving to the Financial Services Industry. Jim is happily married to his wife Dilshad, and they have 3 children, Zara, Karl and Nina. In his free time he enjoys traveling, playing tennis, watching cricket, and spending time with family and friends.
Master of Environmental Engineering
Missouri University of Science and Technology, Rolla, MO
Bachelor of Chemical Engineering
University of Mumbai, Maharashtra, India
Taras Zatvarskiy
Financial Planner, CETF®
Taras has been a valued member of Grant Private Wealth Management since 2023, where he specializes in client onboarding and engagement. With over eight years of management experience, Taras brings a strategic and thoughtful approach to financial planning, ensuring each client receives personalized guidance aligned with their unique financial goals. His areas of expertise include equity compensation planning, tax optimization, and long-term wealth strategies. Taras is dedicated to helping high-net-worth individuals navigate complex financial landscapes with clarity and confidence. He is passionate about building lasting relationships and empowering clients to make informed decisions for a secure financial future. Outside of work, Taras enjoys traveling and discovering new places with his wife and son. He values quality family time and finds joy and inspiration in attending church on Sundays.
Zinet Siddiqi
Executive Assistant
Zinet recently joined the team at Grant Private Wealth Management, bringing a strong academic foundation and a competitive, goal-driven mindset shaped by years as an NCAA Division I and semi-professional athlete. She earned her undergraduate degree from Saint Mary’s College of California and holds an MBA. She contributes sharp analytical thinking, a collaborative spirit, and a commitment to delivering thoughtful, client-centered solutions. Her adaptability and focus make her a valuable addition to the firm.
Master of Business Administration
Holy Names University, Oakland, CA
Bachelor of Science in Kinesiology
Saint Mary’s College, Moraga, CA
David Hart
Investment Trader, CFA®
David is an experienced trader with more than 30 years in the financial services industry. At GPWM, David supports the firm’s investment management efforts through market analysis, trade execution, and portfolio support. Throughout his career, he has worked closely with financial advisors and institutional clients to help navigate changing markets, identify opportunities, and manage risk with discipline and precision. Over the years, David has traded and managed multi-million-dollar fixed income inventories and helped support the growth of an asset management platform that expanded to approximately $800 million in assets under management and earned a 5-star Morningstar rating. He is known for his deep market knowledge, strong execution skills, and ability to perform consistently across changing market environments. When he’s not trading, Dave enjoys the outdoors, especially Sonoma County, and the kitchen, where he pretends to be an expert. He lives in Alameda with his lovely wife Tracy, son Jay, and daughter Sky.
Bachelor of Arts in Russian Area Studies
Wittenberg University, Springfield, OH
Minor in Economics
Chartered Financial Analyst (CFA®)
FINRA Series 4, 7, 24, 28, 52, 53, 55, 57, 63, 79, and SIE