Financial Symmetry, Inc.
Financial Symmetry, Inc.
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
Meet Grace Kvantas
Grace Kvantas is a Certified Financial Planner™ with more than 8 years of experience in the financial planning industry. She helps many families and single individuals plan for retirement, save for college and manage their finances.
As a local Raleigh-Durham native, Grace was born and raised in a financially savvy family. Her father was a financial advisor and the guiding influence behind Grace’s strong love for teaching others about how to best handle their finances. Grace learned the value of a dollar at a young age when she started as an intern at her dad’s financial firm at 15 years old. That hard work and dedication allowed Grace to earn her own money and learn how to save towards her goals. She proudly paid her own way through attending North Carolina State University, studying Business Administration with a focus on Finance and a minor in Accounting – and she graduated completely debt free.
Grace joined Financial Symmetry in 2011 and has been building relationships with clients ever since. She currently works with clients across the United States. Grace helps people throughout their accumulation and retirement phases.
Being a Fee-Only Advisor helps mitigate bias in her financial recommendations. This allows her to provide the best solutions for her clients. She focuses on retirement planning, college savings tax planning, and more.
In addition to being a Financial Planner, Grace is also a member of the National Association of Personal Financial Advisors (NAPFA) and their NAPFA Genesis program as well as the Financial Planning Association (FPA) and their FPA NexGen program.
When she’s not in the office, Grace enjoys spending time with her husband and their two boys.
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, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Grace Kvantas is a NAPFA-Registered Financial Advisor
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.
Contact Grace Kvantas
1511 Sunday Drive
Raleigh, NC 27607