Gruver Wealth Management
Shawn V. Gruver, CFP®
Managing Director – Investments
Senior PIM Portfolio Manager
Shawn is the Managing Director - Investments and Senior PIM Portfolio Manager for Gruver Wealth Management of Wells Fargo Advisors. He has been recognized by Forbes as a Best-In-State Wealth Advisor in 2023 & 2021, and a Top Next-Gen Wealth Advisor in 2019 & 2018.*
Prior to his current position, he was a Vice President & Senior Portfolio Manager at UBS for 5 years, an Associate Vice President & Portfolio Manager at Morgan Stanley for 7 years, and started his career at Paine Webber in 2001. While at Wells Fargo Advisors, he has been named to the Platinum Council every year (2014-2023).**
Shawn has been successfully navigating high net worth individuals and families through major volatile market cycles since the dot-com bubble at the turn of the century. Because each client’s financial situation is unique and often complex, Shawn works closely with his clients, their accounts, attorneys, and other professional advisors to educate, design strategy, and coordinate implementation.
As a Financial Advisor, Shawn’s goal is to develop deep relationships with all his clients in which he plays a key role in their financial life. His objective is to provide clarity and structure to all parts of their finances. Many of his clients have already created their wealth, and therefore, when properly managed, his clients have the ability to live secure, comfortable lives while achieving their most important goals.
Shawn was born in Los Angeles but grew up around the world. After living in Virginia, Germany, Kentucky, and Canada, he attended the Marshall School of Business at University of Southern California where he received a BS in Business Administration with a Financial Markets Emphasis. He also received a Theatre Minor from the School of Dramatic Arts and graduated as a Renaissance Scholar because of his widely separated fields of study. He holds the Series 7, 66, 31 registrations and CA insurance licenses as well as the CERTIFIED FINANCIAL PLANNERTM certification.
Shawn, his wife Colleen, and their son reside in Hermosa Beach and spend their free time traveling the world. Shawn is bilingual in German and English and is also an avid freestyle skier.
CA Insurance License Number: 0E24347. Resident State CA
*The Forbes Best-In-State Wealth Advisors and Top Next-Gen Wealth Advisors (AKA America's Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
