Grace  Kvantas,  CFP<sup>&reg;</sup> - Financial Advisor

Grace Kvantas, CFP®

1511 Sunday Dr., Suite 300
Raleigh, NC 27607
FINANCIAL ADVISOR'S WEBSITE
(919) 851-8200 CONNECT WITH Grace
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General

Grace Kvantas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Raleigh, NC and the surrounding communities.

Financial Advisor Overview

Becoming a client of Financial Symmetry promises to be a unique client experience - one that is rooted in putting your interests first. We offer financial plans as well as continuous service which includes investment management, quarterly portfolio reviews, cash flow tracking, tax planning and all around financial support. Being employee-owned, we provide you independent and objective advice. Our custom-built systems deliver actionable and meaningful feedback for you and your family. Contact us today to learn more about our services or for a copy of our results over the last decade.

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Financial Advisor Experience

Experienced in helping individuals and families achieve their financial goals, whether saving for retirement, saving for children's education, receiving an inheritance or transitioning into and enjoying retirement. Have worked at Financial Symmetry since starting there as an intern in 2009.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Life Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources