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 Triangle area
Grace is a CERTIFIED FINANCIAL PLANNER™ (CFP©) practitioner at Financial Symmetry in Raleigh, North Carolina. With more than 7 years of experience in the financial services industry, she’s passionate about helping clients make smart financial decisions, plan the life they want to have and achieve their personal and financial goals.
After graduating from North Carolina State with a degree in Business Administration, Grace joined Financial Symmetry in 2011. She currently helps professionals, strong women and families create realistic budgets, invest wisely, and save for college or retirement. As a fee-only financial advisor, Grace is able to put her client’s best interest first when recommending products, services and solutions. She provides unbiased advice to help clients improve their financial lives.
As a Financial Planner and experienced professional, Grace is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
When she’s not working with clients on financial plans, Grace enjoys spending time with her husband and their two sons. As a North Carolina native, she enjoys spending time outdoors and experiencing different types of cuisine at local restaurants in the Triangle area.
If you want to plan for retirement, save for college or start a financial plan, contact Grace and let her help you set, prioritize and achieve your financial goals.
Grace Kvantas is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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 a 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