Audrey Grubman (CFP®)
Audrey Grubman focuses in the
following client markets or areas of practice:
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Tax Planning
- Women's Financial Planning Issues
- Business Owners
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
At Parkside Advisors, our goal to set you on a path to achieving your goals efficiently, whether you are just starting out, in the middle of your professional life or approaching retirement. Everything we do is grounded in the fundamental principles of our fiduciary responsibility: openness, integrity and trust. As our client, your interests always come first; you receive the commitment, loyalty and confidentiality from Parkside that you deserve.
We look at all of your finances from a holistic and integrated point of view; we believe that when financial planning, investment management and strategic tax planning support each other and are provided by one firm, the client is able to maximize control, effectiveness and convenience. Planning needs we typically discuss with a client would include, among others:
- Complex financial interests and investments, including private businesses
- Stock option, restricted stock management and tax planning
- Employee benefit plan optimization
- Family generational strategies
- Real estate, mortgage and debt-management decisions
- Charitable donations
- Education expenses planning
- Insurance coverage needs
- Elder-care considerations
- Social security decisions
Additional Information
Audrey is an equity owner of the firm and responsible for the firm’s overall management; in particular, its financial planning and tax consulting services. Audrey has over twenty years of experience in wealth management, advising clients on their investments, financial plans and tax strategies.
Audrey began her predecessor firm, Grubman Wealth Management in 1996 and merged it with Parkside Capital Advisors in 2018 to establish Parkside Advisors LLC. Audrey’s previous professional experience includes product development and software management. In the early 1990’s, she offered stock option planning to employees of PeopleSoft, an early leader in human resources, financial, and enterprise management software. Over the subsequent decades, her firm grew into a full-service firm offering clients an integrated service of financial planning, investment management and tax planning.
Audrey is a CFP® professional. She studied Physics at MIT, leaving in her senior year to pursue professional opportunities. She received her Certificate in Personal Financial Planning with Distinction from the University of California, Berkeley Extension School and is a member of the Financial Planning Association and the East Bay Planning Council.
NAPFA Start Date
July 02, 2019
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