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]