About GRP Financial California
We are committed to providing companies and plan sponsors with specialized resources for all retirement plan needs. At GRP Financial California, we partner with a wide-array of organizations including for-profit, not-for-profit, and publicly traded companies with plan assets in excess of $1 billion. These plans include 401(k), 403(b), defined benefit, 401(a), 457(b), and non-qualified plans. As an independent advisor, we have relationships with all record keepers and mutual fund companies. Our team of specialists will assess your current retirement plan and create solutions, empowering you to confidently offer your employees the right retirement plan to help secure their financial future.
Our Awards, Recognitions and Affiliations
NAPA Young Guns Top Plan Advisors Under 40
2014 through 2019
The recognition is nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential.
Austin Gwilliam – 2014-2018
Jason Jeskey – 2016-2017
Kyle Posvistak – 2019
NAPA Top DC Advisor Teams
2017 through 2020
This recognition is awarded to individual advisor team/offices with a defined contribution book of business greater than $100 million in assets under advisement. Top DC Advisor Teams nominated and voted on by a select NAPA panel of judges based on information about their practice, experience, and accomplishments as provided by nominees.
GRP Financial California
Financial Times Top 401 Retirement Plan Advisors
2018, 2019 & 2020
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record.
This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
Jason Jeskey – 2020
Austin Gwilliam – 2018–2019
Affiliates with GRP Advisor Alliance
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
GRP Financial California
Top Advisor By Participant Outcomes
401(k) Specialist Magazine in partnership with JP Morgan recognizes an advisor each month that has distinguished themselves in the area of participant outcomes.
Austin Gwilliam – May 2020