Grace Kvantas
CFP®
Financial Symmetry, Inc.
Financial Advisor
Grace Kvantas
CFP®
Financial Symmetry, Inc.
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Grace Kvantas, CFP®
Fee-Only Financial Planner located in Raleigh, NC and serving the greater Durham, Cary, and Chapel Hill area
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 eight 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.
Grace Kvantas is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Grace Kvantas is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Grace Kvantas is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Grace Kvantas is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Grace Kvantas
Office Locations:
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1511 Sunday Dr
Ste 300
Raleigh, NC 27607