Grace Kvantas, CFP®
Grace is a Certified Financial Planer with more than 10 years of experience in the investment and personal finance industries. She helps many families and strong women 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, Gary Rooth, was a well-known financial advisor in the area and the guiding influence behind Grace’s strong love for teaching others about managing 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 Accounting – and she graduated completely debt free.
Grace joined Financial Symmetry in 2011 and has been building strong relationships with clients ever since. She currently works with clients across the United States. Grace helps people throughout their life stages from starting to save at a young age to creating an income later on during retirement.
As a Fee-Only Advisor, Grace has no bias in her financial recommendations. This allows her to offer advice without any favoritism and truly provide the best solutions for her clients. She focuses on the three major financial parts of people’s lives: tax planning, college savings and retirement planning.
In addition to being a Financial Planner, Grace is also a member of the National Association of Personal Financial Advisors (NAPFA) and their Genesis program as well as the Financial Planning Association (FPA) and their FPA NexGen program. Through these memberships she networks with other professionals to build strong financial communities.
When she’s not in the office, Grace enjoys spending time with her husband and their two young boys. She likes spending time outdoors, checking out the many incredible restaurants of the Triangle, and being tortured at Burn Boot Camp. Grace and her husband are members and Financial Coaches at The Summit Church.
If you want to work with an experienced Financial Planner, contact Grace today by phone: (919) 851-8200 ext. 206, via email: firstname.lastname@example.org or on LinkedIn and let her help you plan a happy financial future.