Financial Planner, Portfolio Manager

Audrey Grubman, CFP is President of Grubman Financial. Audrey found her true calling when she began offering stock option planning to employees of PeopleSoft. Shortly thereafter, she launched Grubman Financial in 1996. The firm provides a complete range of financial services and prides itself on addressing each client's unique needs. Grubman Financial serves over 120 client families and has more than $140 million of assets under management.

Audrey is a member of the Financial Planning Association and the East Bay Estate Planning Council, and a Trustee of the College Preparatory School. She previously was Chair of the Development Committee of Park Day School. Prior to moving to California, Audrey worked at Dun & Bradstreet Software in accounting, product development and management positions.

Audrey studied Physics at MIT and earned a Certificate in Personal Financial Planning with Distinction from UC Berkeley Extension School.

Financial Planner

Gwen Allison, CPA. Gwen has a bachelor's degree in English from UC Berkeley, and a Master's degree in English from Mills College. She studied accounting at Cal State Hayward, and earned her CPA while working as an auditor for PricewaterhouseCoopers. She has ten years experience in the insurance and investment management industries prior to joining Grubman Financial.

Gwen is a member of the Financial Planning Association. She received a Certificate in Personal Financial Planning awarded with Distinction from UC Berkeley Extension. She is a candidate for CFP certification. Gwen holds the FINRA Series 65 license.

Financial Planner

Paul Perrino, BS Business Administration San Francisco State University. Paul received his bachelor’s degree with dual concentrations in Financial Services and Corporate Finance. Prior to joining Grubman Financial in 2009, he provided financial planning and asset management support at a registered investment advisory firm in San Francisco for over 3 years.

Paul holds the FINRA Series 65 license, has passed Level I of the Chartered Financial Analyst (CFA) program and is currently studying for Level II. He is also a member of the Financial Planning Association, San Francisco.

Tax Preparer

Kaori "Kay" Mimaki, EA, BA Business Management Fresno Pacific University. Kay joined our firm after working for several years as a self-employed tax professional and bookkeeper. She has also worked as a tax preparer for a "big 4" accounting firm, for H&R Block, and as a corporate accountant for Kirin Brewery of America.

Kay has been an enrolled agent with the IRS since 2001, and is a member of the California Enrolled Agent Society and the National Enrolled Agent Society. She is originally from Japan.

Client Service Manager

Emily Hahn, CRTP, BA English UC Berkeley. Emily has worked in the U.C. Berkeley library system performing a variety of public service, curatorial and research duties. She left the workforce for a few years to raise her two children and returned in 2006 as our client service assistant. As Client Service Manager, her job is to ensure that we provide high-quality service to our clients throughout the investment management, tax preparation and financial planning processes.

Client Service Representative

William Lew. Will worked in the mortgage industry for 6 years prior to joining Grubman Financial in July 2007. As our Client Service Representative, Will prepares paperwork for new clients, sets up new investment management accounts, distributes quarterly statements and invoices, and maintains client files.

VP Operations

Halle Brown, Ph.D. Psychology Harvard University. Halle performed research and managed projects for a private brain research lab after completing her Ph.D. and moving to the Bay Area in 1995. She then worked as a research consultant in the pharmaceutical industry, then left the workforce for a few years to raise her son.

Halle joined Grubman Financial in February 2004 as Administrative Assistant, then soon became our Operations Manager. In her current position as VP, Halle oversees our client and business operations and our compliance duties.

IT Manager

Jonathan Young, BA Economics UC Berkeley. Jonathan completed his degree in 2000. After graduation, Jonathan earned the CompTIA A+ computer service technician certificate. Before joining Grubman Financial in February 2005, Jonathan worked in the IT industry. He is responsible for IT and related administrative functions at Grubman Financial.

In Memoriam - "Orange Kitty"

Orange Kitty joined our team in November 2006. Prior to joining our team, O.K. spent several months as a stray in the neighborhood. We took pity and put her to work. The price was right but she had a tendency to fall asleep at the keyboard.