Partner
FMC Wealth Management
Grant Blindbury is a Partner and key member of the management team at FMB Wealth Management. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's vision, continually advancing client experience, and creating opportunities and space for professional development. He’s also a member of the executive and investment committees.
Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008 and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He also is an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council.
Grant is passionate about the charity Big Brothers Big Sisters of Ventura County. He was matched as a Big in 2001 and has been on the Board of Directors since 2007. He is an avid baseball fan and in his free time, he enjoys coaching his children's teams. He resides in Thousand Oaks and is devoted to his beautiful wife, two crazy boys, beautiful little girl, and his Labrador Retriever.
Client documents—wills, tax returns, insurance policies, trusts—are packed with valuable information, but extracting and acting on that data has traditionally been a manual, time-consuming process. Enter AI.
This session will explore how financial advisors and wealth management firms are using AI-powered tools to radically streamline document workflows, improve accuracy, and uncover planning opportunities hidden in complex client files.
Join us to learn:
– The current landscape of AI tools for document ingestion, extraction, and analysis—and what’s coming next.
– How firms are using AI to auto-fill CRMs, generate financial plans, and trigger alerts based on document insights.
– Real-world examples of AI-assisted estate, tax, and insurance planning powered by document intelligence.
– The compliance and quality control considerations every firm should keep in mind when implementing these tools.
If your firm is still spending hours reading documents manually, this session will show you how AI can turn documents into actionable advice—at scale.