Grace Kvantas (CFP®)

Grace Kvantas focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

-Hourly financial planning

-Ongoing investment management

-Comprehensive wealth management

As a financial advisor I design customized comprehensive financial plans that help you set, prioritize and realize your financial goals.  In addition, our objective with investment management is to achieve the highest total return at your appropriate risk level.  Therefore, we implement a sophisticated and coordinated investment strategy which is customized for each client.  Wealth Management is our most comprehensive service, and it includes investment management, continuous financial plan updates, tax planning, cash flow tracking and more.

Additional Information

Grace was born and raised in the state of North Carolina - though she enjoys traveling to other parts of the US and world any time she's given the chance.  She's the second oldest of 6 siblings which has taught her how to communicate well with different types of personalities.  She learned financial responsibility early in life while working to pay her way through college, and she was able to graduate in 4 years and completely debt free.  Grace enjoys eating ice cream and guacamole - just not at the same time.  She enjoys hikes with her husband and son and volunteering for World Relief Durham.

NAPFA Start Date

July 24, 2014

Industry Start Date

August 01, 2011

This Office

1511 Sunday Dr Ste 300 Raleigh, NC 27607-5257 Phone: (919) 851-8200 ext 209 Fax: 888-494-7878