Meet Our Team

Experienced. Collaborative. Aligned With Your Vision.

At Santara, our leadership team brings deep experience in wealth management, financial planning, and strategic advisory services. We operate with a collaborative structure — ensuring that each client benefits from collective insight, disciplined strategy, and thoughtful execution.

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CFP®

WMCP®

Alan Grismore, CFP®, WMCP®

Wealth Advisor & Co-Founder

Co-Founder & CEO, Santara Wealth Management · Founder, Alta Private Wealth

Alan Grismore is the Co-Founder and Chief Executive Officer of Santara Wealth Management. In addition, he runs his advisory practice as Alta Private Wealth, which he founded to deliver a more personalized and disciplined wealth management experience.

Alan began his career in financial services in 2008, building a strong foundation in retail banking and investment advisory services. He served as an Assistant Vice President at Wells Fargo and later as a Vice President of Investments and Private Client Advisor at J.P. Morgan. During his time at J.P. Morgan, he earned the Wealth Management Certified Professional (WMCP®) designation, strengthening his expertise in portfolio construction and money management strategy.

He earned his Bachelor of Arts in Economics from San Diego State University and holds the Certified Financial Planner™ (CFP®) designation.

Alan lives in San Diego with his wife and their three boys. Outside of his professional work, he enjoys travel, fitness, and outdoor activities including cycling, pickleball, basketball, golf, and rock climbing.

Financial PlanningPortfolio StrategyPrivate Wealth

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CFP®

Joshua Khokhar, CFP®

Wealth Advisor & Co-Founder

Co-Founder, Santara Wealth Management · Founder, Providence Wealth Management

Joshua Khokhar is a Co-Founder and Wealth Advisor at Santara Wealth Management, bringing deep expertise in financial planning and investment advisory services.

Joshua is committed to delivering objective, fiduciary guidance tailored to each client's unique financial situation, goals, and values.

Joshua has amassed over 17 years of experience in the financial industry. For over a decade, he served as a financial advisor at J.P. Morgan, where his primary focus centered around delivering comprehensive financial planning services. Within this role, he specialized in creating and overseeing customized investment portfolios tailored to the unique needs of high-net-worth clients.

Following the completion of a double major in Finance and Economics, he went on to earn his Certified Financial Planner™ (CFP®) designation. What truly drives Joshua is his deep-seated passion for empowering clients to achieve financial freedom and prosperity.

Financial PlanningInvestment AdvisoryHNW Clients

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Our Structure

A Collaborative Advisory Approach

When you work with Santara, you gain more than a single advisor — you gain a coordinated advisory team. While one advisor serves as your primary relationship lead, strategic decisions are informed by collaborative review and specialized expertise across planning disciplines.

As appropriate, we also coordinate with other professionals involved in your financial life — including your CPA, estate planning attorney, insurance specialists, and other advisors — to help ensure alignment and continuity across your overall strategy.

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