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

Grace Kvantas, CFP®

5438 Wade Park Blvd Ste 310
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

Through an unbiased and unique client experience, Grace puts your interests first. Whether it’s wealth management, tax planning, cash flow management, retirement planning, life insurance planning, or education planning, Grace offers independent and objective advice. 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 12 years of experience in the financial services and investment industries, Grace helps strong women, individuals and families achieve their goals through customized financial planning and wealth management. If you want to plan for retirement, save for children's education or better manage your household finances, Grace can help.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Job Loss, Life Planning, Retirement, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources