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Grant F

Series 66

Irvine, CA

Western Growers Financial Services, Inc.

Grant Flanagan is a financial advisor at Western Growers Financial Services, Inc. with one year of industry experience. He holds a Series 66 license and has worked in various roles including at Gann Global Financial and Cactus Card Game LLC. Western Growers Financial Services, Inc. provides investment management and financial planning to individuals, trusts, estates, businesses, and qualified retirement plans, with a focus on professionals, pre-retirees, and retirees. The firm offers both fee-based advisory services and commissionable brokerage and insurance products, managing portfolios through fundamental analysis and accommodating smaller accounts than many independent managers.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Established Professionals
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Matthew L

Series 63, Series 65

Irvine, CA

Western Growers Financial Services, Inc.

Matthew Lewis is a financial advisor at Western Growers Financial Services, Inc. with 28 years of industry experience. He has held his current role since 2002 and previously worked at Sentra Securities Corporation. Lewis also serves as Director of Investments for Western Growers, a nonprofit agricultural trade association, where he provides investment and financial guidance. Western Growers Financial Services, Inc. offers investment management and financial planning primarily to professionals, pre-retirees, retirees, trusts, estates, businesses, and qualified retirement plans. The firm combines individualized portfolio management and third-party oversight with both fee-based advisory services and commission-based brokerage and insurance offerings.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Established Professionals
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Brendan K

Series 66

Irvine, CA

Western Growers Financial Services, Inc.

Brendan Kennedy is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Bank of America and Merrill. Western Growers Financial Services provides investment management and financial planning to individuals, trusts, estates, businesses, and retirement plans, with a focus on professionals, pre-retirees, and retirees. The firm combines advisory services with broker-dealer and insurance offerings, managing portfolios through fundamental analysis and accommodating smaller accounts.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Established Professionals
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Silvia F

Series 66

Irvine, CA

Western Growers Financial Services, Inc.

Silvia Fettig is a financial advisor at Western Growers Financial Services, Inc. in Irvine, CA, holding a Series 66 designation with 12 years of industry experience. She has been with Western Growers Financial Services since 2013 and joined its affiliated firm, Western Growers Financial Services, Inc., in 2026. Western Growers Financial Services, Inc. provides investment management and financial planning to individuals, trusts, estates, businesses, and qualified retirement plans, focusing on professionals, pre-retirees, and retirees. The firm offers both fee-based advisory services and commissionable brokerage and insurance products, managing portfolios through fundamental analysis and serving a broad range of account sizes.

General retirement planning General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Established Professionals
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