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Grace Apuy, CFP® Wealth Advisor
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San Francisco, CA
Highlights
START DATE
Industry: 2004
KAR: 2019
EDUCATION
- B.A., Economics,
University of California, Los Angeles - Certificate in Financial Planning,
California Lutheran University
PRIOR WORK EXPERIENCE
- Senior Wealth Manager – BNY Mellon
- Account Executive – Fidelity Investments
CERTIFICATIONS AND CREDENTIALS*
- Certified Financial Planner®
- Series 7 and 66
Fun Fact
I love sci-fi - I have watched every episode of every Star Trek series.
| Q: | What Do You Enjoy Most About Your Job? |
| A: | 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.
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| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | 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.
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| Q: | What Are You Involved in Outside of Work? |
| A: | I enjoy spending time with my family, who live throughout the Bay Area, trying new restaurants, and traveling. |
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Contact Form for Wealth Management
*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.