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 Financial Officer, CFP®
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
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.
Lorenzo Alfonso
Financial Planner
Lorenzo brings a fresh perspective and dedication as a financial planner. Currently holds a degree in Financial Planning and Investment Analysis from Colorado State University. Lorenzo has spent the past two years supporting client engagement at Grant Private Wealth Management, focusing on planning for high-net-worth families. His passion for helping individuals and families work toward their financial goals drives his commitment to delivering quality service. Lorenzo also serves on the Board of Student Organization Funding for ASCSU, where he allocates funds to student organizations and oversees the overall budget. Additionally, as a Presidential Ambassador at CSU, he connects with donors to promote philanthropy and strengthens educational opportunities.
Bachelor of Science in Financial Planning and Investment Analysis
Colorado State University, Fort Collins, CO
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.
Cade Myers
Financial Planner, CETF®
Cade is a Financial Planner at GPWM and a graduate of the University of California, Santa Barbara. Before transitioning into wealth management, he worked as an engineer in the construction industry, where he developed a strong appreciation for detail, problem-solving, and building solutions that last. Cade’s approach to financial planning is rooted in clarity, strategy, and partnership. He believes every client’s financial life is unique, and effective planning begins with a deep understanding of their goals and values. Guided by a passion for helping clients make the most of their financial opportunities, Cade focuses on strategies designed to support long-term growth and tax efficiency. His process emphasizes education and transparency, empowering clients to confidently make financial decisions and stay focused on living the lives they’ve worked hard to build.
Bachelors Degree
UC Santa Barbara, CA
Faisal Shujayee
Faisal is a driven professional who combines a strong foundation in technology with a growing presence in the wealth management space. A graduate of the University of California, Santa Cruz, Faisal earned his degree in Technology and Information Management and has since applied his analytical mindset to support business development at Grant Private Wealth Management. With a clear path toward becoming a Registered Investment Advisor, he is deeply committed to making a lasting impact on clients’ lives. The same focus and discipline that guide his professional work are reflected in his personal pursuits—engaging in high-performance driving during the summer months and alpine snowboarding in the winter. His diverse skill set, sharp focus, and client-centered mindset make him a valuable member of the firm and its future.
Bachelor of Science in Technology and Information Management
University of California, Santa Cruz, CA
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