CoverProfile

Trevor Simon

Financial Advisor

Granite Bay Wealth Management LLC

United States, California, San Francisco

About Me

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.

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

More profiles to browse

Profile Photo
Paul Stanley
Managing Partner
Profile Photo
Nathaniel Cary
Vice President
Profile Photo
Peter Waitkun
Portfolio Manager & Trader
Profile Photo
Joshua Bartlett
Financial Advisor

You Might Like

Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University