Bachelor of Science - Finance

John Cordeiro - Financial Advisor in Napa, CA | WiserAdvisor.com

Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, and insurance and annuities.

Vintage Wealth Advisors

Grant C. Smith is a Financial Advisor for Vintage Wealth Advisors in the Napa Valley. Before joining Vintage Wealth Advisors, Grant worked in San Francisco for Oppenheimer. At Oppenheimer, the New York based investment bank and wealth management firm, Grant worked in the private client division of the firm, serving high net worth individuals and families, as well as providing advice for 401(k) and 403(b) plans for small businesses. Grant focuses on holistic financial planning through analysis of each aspect of a given individual's financial wellbeing, namely with respect to retirement planning, college and estate planning, and how each facet of an individual's larger financial picture translates to investment advice tailored to time horizon and risk tolerance.
 
Grant is an alumnus of Oregon State University, and holds FINRA's Series 7 Registration through LPL Financial and Series 66 Registration through both LPL Financial and Financial Advocates Investment Management, as well as the California State Insurance License. Outside of the office, he enjoys staying involved with the local community; he is a Board Member for the Napa Farmers Market, and a Board Member for Child Start, a nonprofit that focuses on early learning initiatives for young children and their families. He spends free time with friends and family, trying new restaurants, running, and playing golf.

Michael Geitner is a Wealth Advisor at Vintage Wealth Advisors. He primarily handles business client's retirement plans such as 401ks and SIMPLE IRAs. Michael also specializes in employee equity compensation including Qualified and Non-Qualified Stock Options, Employee Stock Purchase Plans, 10b5-1 Plans, and Restricted Stock Units. With over 10 years' experience, he looks to enhance the client experience and add additional value to the clients of Vintage Wealth through the financial planning process.

Michael is a CFP&reg; professional. A CERTIFIED FINANCIAL PLANNER&reg; is a formal recognition of experience in the areas of financial planning, taxes, insurance, estate planning, and retirement planning. Owned and awarded by the Certified Financial Planning Board of Standards, Inc. the designation is awarded to individuals who successfully complete the CFP Board's rigorous exam, have a college degree, complete a College Level Financial Planning Course, and have passed background checks and continue ongoing annual education programs to sustain their skills and certification.