Bill Ramsay, CFP®, Founder and President of Financial Symmetry states “Clients first is a foundational principle of our firm and that commitment extends to our employee ownership model, which eliminates the conflicts of interest that come with outside owners. Continuity of service throughout our clients’ lives is also strengthened as we continue to invite more team members to become shareholders. We are proud to welcome our newest shareholder Grace Kvantas, whose character, experience and talent continue the tradition our clients have come to expect from our firm.”
Grace is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and member of the both National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). She received her Bachelor of Science in Business Administration with a focus on Finance and Accounting from NC State University. Grace and her husband, Justin, live in Cary with their two sons, Jonathan and Benjamin.
Kvantas states, “I’m honored to become a partner at Financial Symmetry. Financial Symmetry is composed of incredible people, and the company’s dedication to putting clients first makes me proud to be part of it.”
In addition to her responsibilities as a primary and assisting advisor, Grace places special emphasis on the firm’s financial planning process. She is also a member of the firm’s Investment Committee.
Finally, Grace routinely writes on Financial Symmetry’s blog and posts on LinkedIn sharing important personal finance topics, that relate to women, career-focused individuals and families. Please connect with her here if you’d like to learn more.