Awards
February 11, 2021
Best-In-State Wealth Advisor – 2021
Forbes
Managing Director – Investments
Senior PIM Portfolio Manager
Ranking algorithm 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.
February 11, 2021
Best-In-State Wealth Advisor – 2021
Forbes
Managing Director – Investments
Senior PIM Portfolio Manager
Ranking algorithm 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.
July 13, 2020
Premier Advisor – 2020
Wells Fargo Advisors
Managing Director – Investments
Senior PIM Portfolio Manager
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.
September 4, 2019
Best-In-State Next-Gen Wealth Advisor – 2019
Forbes
Managing Director – Investments
Senior PIM Portfolio Manager
Ranking algorithm 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.
june 10, 2019
Premier Advisor – 2019
Wells Fargo Advisors
Managing Director – Investments
Senior PIM Portfolio Manager
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.
july 25, 2018
Top Next-Generation Wealth Advisor – 2018
Forbes
Managing Director – Investments
Senior PIM Portfolio Manager
Ranking algorithm 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.
june 7, 2018
Premier Advisor – 2018
Wells Fargo Advisors
Managing Director – Investments
Senior PIM Portfolio Manager
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.
june 14, 2017
Premier Advisor – 2017
Wells Fargo Advisors
Managing Director – Investments
Senior PIM Portfolio Manager
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.
may 9, 2016
Premier Advisor – 2016
Wells Fargo Advisors
Managing Director – Investments
Senior PIM Portfolio Manager
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.
may 15, 2015
Premier Advisor – 2015
Wells Fargo Advisors
Managing Director – Investments
Senior PIM Portfolio Manager
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.
February 20, 2014
Top 35 Under 35 – 2014
UBS Financial Services, Inc.
Vice President
Senior Portfolio Manager
The Top 35 Under 35 award is based on production, is not a recommendation or testimonial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction
FEBRUARY 9, 2010
Pacesetter’S Club – 2010
UBS Financial Services, Inc.
Vice President
Senior Portfolio Manager
The Pace Setter award is based on production, is not a recommendation or testimonial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction.
JANUARY 17, 2007
Pacesetter’S Club – 2007
Morgan Stanley
Associate Vice President
Portfolio Manager
The Pace Setter award is based on production, is not a recommendation or testimonial, and is not necessarily reflective of the past or future performance of the advisor, or of client satisfaction.
Press
May 13, 2021
Southbay Magazine
Wealth Management Profile – 2021
Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2021. Shawn discusses how clients benefit from working with his team, what advice he has for clients during times of market distress, his approach to risk management, what common mistakes people make with their money, as well as other important topics. [Read more]
October 28, 2019
Southbay Magazine
Trusted Advisor Profile – 2019
Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses the secrets to his company’s success, his investment philosophy, and an insight into initial prospective client meetings. [Read more]
JUNE 27, 2018
Southbay Magazine
Wealth Management Profile – 2018
Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2018. Shawn discusses how he approaches risk management and the investment planning process, what typical questions he hears from his clients, why annual reviews are so important, and his most important job when interacting with clients. [Read more]
October 26, 2017
Southbay Magazine
Trusted Advisor Profile – 2017
Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses the secrets to his company’s success, his investment philosophy, and an insight into initial prospective client meetings. [Read more]
November 15, 2015
Southbay Magazine
Trusted Advisor Profile – 2015
Southbay Magazine interviews Shawn V. Gruver about being a Trusted Advisor in his Southern California community. Shawn discusses how clients benefit from working with his team, gives family protection advice, and discusses what frequent concerns he hears from his clients. [Read more]
APRIL 27, 2015
Southbay Magazine
Wealth Management Profile – 2015
Southbay Magazine interviews Shawn V. Gruver for their Finance & Wealth Management Profiles of 2015. Shawn discusses why clients chose his team, the most common mistakes people make with their money, and the process his group has implemented for all their clients. [Read more]