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Financial Advisor

Grace has a passion for helping people and is committed to putting them first.  She values their respect and recognizes the confidence they put in her to look out for their needs.  Her goal for her clients is to see them become better money managers and helping them to build a nest egg for retirement.  Grace is an Air Force Veteran and understands the value of hard work and teamwork.  Additionally, she has seven years of Human Resource background and six years of experience as a Revenue Officer with the Internal Revenue Service.  Grace understands how crucial it is to truly listen to your clients and she strives to give the same quality of service that she expects to receive when she is the customer.

  • Min project size
    Undisclosed
  • Hourly rate
    Undisclosed
  • Employees
    Freelancer
  • Locations
    Roseville, CA
  • Year founded
    Founded 0

1 Locations

  • Roseville , CA

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    Locations (1)

    1478 Stone Point Dr., Suite 390 RosevilleCA, United States 95661

    1

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