Grace Apuy, CFP®, CDFA®

Wealth Advisor

Start Date
Industry: 2004
KAR: 2019
Education
  • B.A., Economics,
    University of California, Los Angeles
  • Certificate in Financial Planning,
    California Lutheran University
Certifications and Credentials
  • Certified Financial Planner®, Certified Divorce Financial Analyst®
  • Series 7 and 66
Prior Work Experience
  • Senior Wealth Manager – BNY Mellon
  • Account Executive – Fidelity Investments
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Ranked #8 on
Forbes Top RIA List
(2023)
Largest Wealth Management Firms
(2023)

What Do You Enjoy Most About Your Job?
I enjoy connecting with our clients and learning about their lives, goals, and interests. We are lucky to work with a diverse group of individuals who are in different stages of their careers and from different parts of the world. I learn something new from our clients almost every day. I feel lucky to be able to partner with our clients by helping them build a financial and investment plan that allows them to focus on what’s most important to them.

What Do You Enjoy Most About Working at KARWA?
My favorite part about working at KAR is the people. The firm has cultivated a collegial work environment where everyone is ready and willing to help each other so we can provide our clients with a great client experience.

What Are You Involved in Outside of Work?
I enjoy spending time with my family, who live throughout the Bay Area, trying new restaurants, and traveling.

† If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

 

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

Forbes “Top RIA Firms”The Forbes Top RIA Firms 2023 ranking was issued in October 2023 and covers the year 2023. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.

 

San Francisco Business Times Largest Wealth Management Firms 2023: The San Francisco Business Times Largest Wealth Management Firms 2023 ranking was issued in April 2023 and covers the year 2023. KAR has not paid fees to the award sponsor to obtain the ranking but has paid fees for relicensing.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Grace Apuy, CFP®, CDFA®

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