Grace  Kvantas

Grace Kvantas

| CFP®

Financial Symmetry, Inc.

(919) 851-8200

Contact Me

Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

Visit Us

1511 Sunday Dr
Ste 300
Raleigh, NC 27607

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Grace Kvantas is a Raleigh, NC Fee-Only Financial Planner serving Raleigh and all surrounding areas. Financial Symmetry, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Grace Kvantas is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Grace is passionate about helping clients plan for and achieve their life goals.  She has been a part of the Financial Symmetry team for over 7 years, originally starting out as an intern and later transitioning into a full-time role upon graduating from North Carolina State University with a degree in Business Administration, a concentration in Finance, and a minor in Accounting. 

Grace is a CERTIFIED FINANCIAL PLANNER™ and is a member of NAPFA and its NAPFA Genesis program as well as the Financial Planning Association and FPA NexGen.

Grace grew up in North Carolina.  She and her husband live near RTP, have two young sons, and are members of The Summit Church where they serve as financial coaches.  They often spend their time hiking in Umstead Park, trying out new restaurants in the Triangle or spending time with their large extended family.

Read More...

Fee-Only Fiduciary Financial Advisors

We are an independent, employee-owned financial advisory firm in the Triangle area of North Carolina that provides financial services on a fee-only basis. Our team of financial advisors put your interests first by helping with hourly financial planning, investment management, retirement planning, tax planning, social security analysis, college planning, 401k allocation and estate planning.

We would love to help you with your financial planning questions and create a plan to help you reach your goals. Find out how we take a different approach to managing your finances.

Read More...