Trevor joined Granite Bay Wealth Management as a Financial Advisor after graduating from the University of San Francisco with a BS in Entrepreneurship and Innovation. Trevor is currently studying through the College for Financial Planning as a Candidate for his CFP® certification. He lives in San Francisco with his Husband, David, and dog ,Wally. In his spare time, Trevor enjoys playing piano, singing, cooking, and traveling.

Trevor Simon
Financial Advisor
Granite Bay Wealth Management LLC
United States, California, San Francisco
About Me
Profile Information
Financial Advisor
Granite Bay Wealth Management LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
Aug 9, 2025
Work Experience
GRANITE BAY WEALTH MANAGEMENT
Financial Advisor Jan 2022 - Present
Email: tstanley@granitebaywm.com
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