Who We Are
Our Objectives
To partner with our clients to help you achieve your life goals.
To help our clients make informed decisions with a thorough understanding of cost, benefit and risk.
To help our clients avoid errors and take advantage of opportunities to progress confidently towards your objectives.
To implement the necessary steps to accomplish your goals.
To provide a complete solution for your financial management needs.
Staff
Financial Planner, Portfolio Manager
Audrey Grubman, CFP® is President and founder of Grubman Financial. Audrey attended the Massachusetts Institute of Technology from 1976-1978. From 1978-1995 she worked in the financial software industry in accounting and product development roles. Before beginning her training to become a personal financial manager Audrey managed software development of the Accounts Receivable product at Dun & Bradstreet Software.
Audrey is a member of the Financial Planning Association, the National Association of Stock Plan Professionals and the East Bay Estate Planning Council.
Audrey received a Certificate in Personal Financial Planning awarded with Distinction from UC Berkeley University Extension. In 1996 Audrey founded Grubman Financial.
Financial Planner
Joshua Schefers, M.S. Finance Golden Gate University. Joshua received his Master's degree in 2005 with an emphasis in Investment Management. Prior to joining Grubman Financial, he provided financial planning services at an independent financial planning group in the East Bay.
Before graduate school, he held various positions at a travel book publisher in Oakland. He received his B.A. in Political Science in 1996 from The American University in Washington, D.C.
Joshua holds FINRA Series 6, 63, and 65 licenses. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities.
He is currently completing the requirements to become a Certified Financial Planner® professional. Joshua 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, 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.
