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 also been recognized by Forbes as a Top next-Gen Wealth Advisor (2018), Best-In-State Next-Gen Wealth Advisor (2019) and Best-In-State Wealth Advisor (2021).* 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.
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. He has been recognized in every firm as a leader through various awards. In 2007, he received the Pace Setter Club Award at Morgan Stanley. He received the same award in 2010 while at UBS. In 2014, Shawn was recognized as one of the “Top 35 Under 35**” advisors in the entire UBS Financial Services organization. Finally, while at Wells Fargo Advisors, he has been awarded the Premier Advisor*** distinction in 2015, 2016, 2017, 2018, 2019, 2020 and 2021.
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 accreditation.
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 also is an avid freestyle skier.
CA Insurance License Number: 0E24347. Resident State CA
*The ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
**These awards are based on production. The award is not a recommendation or testimonial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction.
***The Premier Advisor designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.