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Vantage Point Financial


Financial Services

About Us

We are an independent financial firm that provides fee-based advice, from managing debt to evaluating portfolios in your 401k or any other account, using index funds to optimize your overall financial plan.

At Vantage Point Financial, we entirely believe in the power of the individual choice. We partner with our clients to develop a strategy and course of action based on each individual's personal values, current situation, needs, timeline, and comfort level.

We Believe In

--Caring for our clients the way that we would want for ourselves—making them feel respected, informed, and heard.

--The importance of knowing our clients and their goals. We want to be just as excited about your dreams as you are.

--Treating clients like people, not portfolio balances. Having been in the business a long time, we have encountered lots of market cycles and can help keep you on an even keel through the ups and downs.

--Empowering clients to feel confident about their decisions. Whether you want to take a hands-on role in the investment process or want nothing to do with it, our goal is to make sure you sleep easily at night knowing your money is working effectively for you.

--Practicing time-tested financial approaches. As your needs or financial picture changes, we'll work with you to adjust your financial plan accordingly.

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Rep/Contact Info

Iman Ahmed
Financial Services Intern
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Dr. David Griswold
Founding Partner and Wealth Manager
Paul Kim
Client Services Associate
Joanna Long
Director of Operations and Client Services
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Mrs. Ashley Ott
Managing Partner and Wealth Advisor