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

Grace was born and raised in North Carolina into a family where money was always important. As the daughter of a financial advisor, Grace learned the value of a dollar at a young age. She started working as an intern in her father’s financial firm at the age of 15, and that’s when she decided she wanted to become a financial advisor one day. Her personal story is a driving force behind why Grace enjoys working with women and their families to create responsible money habits, save for college and plan for retirement. Through an unbiased and unique client experience, Grace always puts the client’s best interest first. Whether it’s wealth management, tax planning, cash flow management, retirement planning or college planning, Grace offers independent and objective advice to all clients. Grace is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

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Financial Advisor Experience

With over 7 years of experience in the financial services and investment industries, Grace helps strong women, individuals and families achieve their goals through customized financial planning. If you want to plan for retirement, save for children's education or better manage your household finances, Grace can help. Grace joined Financial Symmetry as an intern in 2009 and became a full-time team member in 2011. She achieved the designation as a Certified Financial Planner in 2015 and now works with clients of all ages to help them improve their financial lives.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources