Audrey Grubman, CFP®

With over two decades of experience in wealth management, Audrey works closely with individuals and families to craft integrated strategies that align investments, financial goals, and tax considerations. Her thoughtful, personalized approach helps clients navigate life's financial complexities with clarity and confidence.

Audrey's early work in stock option planning for employees at PeopleSoft-one of the pioneers in enterprise software-sparked a career-long commitment to helping clients make informed decisions at key financial milestones. Over time, her firm evolved into a full-service practice, bringing together financial planning, investment management, and tax strategy under one roof. NorthRock Partners acquired Audrey’s firm, Parkside Advisors LLC, in 2025 where she was an owner and Managing Principal for over two decades.

Audrey holds the CFP® designation, reflecting her rigorous training, broad expertise across key areas of personal finance, and steadfast commitment to fiduciary standards. As a Personal Office Advisor®, she is dedicated to acting in her clients' best interest.

Professional Designations and Associations

  • Certificate in Personal Financial Planning with Distinction | University of California, Berkeley Extension
  • Member of the National Association of Personal Finance Advisors (NAPFA)