Industry Start Date: 2004
KAR Start Date: 2019
Education: B.A. in Economics from UCLA, Certificate in Financial Planning from the California Lutheran University
Credentials: CFP® (Certified Financial Planner™); CDFA® (Certified Divorce Financial Analysts); series 7 and series 66
Prior to Joining KAR:
Grace was a Senior Wealth Manager at BNY Mellon where she provided comprehensive guidance to clients on investment, trust and estate, insurance and banking needs. She also co-led BNY’s Bay Area Family Law national practice group. Prior to that, Grace worked at Kayne Anderson Rudnick as a Wealth Advisor and at Fidelity Investments as an Account Executive where she provided financial planning advice in areas such as investment management, estate planning, tax planning and insurance to high-net-worth families.
When Not in the Office:
Grace enjoys spending time with her family, who lives throughout the Bay Area, trying new restaurants, and traveling.