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
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
I’m a fee-only financial advisor at Financial Symmetry in Raleigh-Durham, North Carolina. I work with clients to create customized financial plans that improve all financial aspects of your life from increasing your monthly cash flow to saving for college and planning for retirement. I’ll help you set, prioritize and realize your short and long-term financial goals.
I joined Financial Symmetry in 2011 and became a Certified Financial Planner in 2015. Without any bias in my recommendations, I provide you the best advice possible for your unique situation. That’s the benefit of working with a fee-only financial planner – solutions are genuine because conflicts of interest are minimized. My goal is making recommendations that are in your best interest.
I work with clients of all ages who want a professional to provide unbiased advice and help them invest wisely, manage wealth and find financial peace. Through tailored financial planning for you and your family and with an ongoing relationship, I will help you work toward making your dreams a reality.
Additional Information
I was born and raised in a money-focused family in North Carolina. As the daughter of a financial advisor, being smart with money and pursuing a higher education were always important parts of my childhood. I’m proud to say that in 2011 I graduated after paying my way through North Carolina State University – completely debt free. I know first-hand that college can be a possibility for everyone – all it takes is advice, planning and dedication. I enjoy sharing my story, so I can help others plan for their children’s educations.
Like many people, I enjoy traveling with my family – but planning a vacation takes savings. That’s why I enjoy helping individuals, professionals and families plan and save for their own goals.
If you want to work with an experienced financial planner who can help invest wisely, save for your goals and manage your wealth, contact me today and let’s talk. You can reach me by phone: (919) 851-8200 ext.206, via email: gkvantas@financialsymmetry.com or on LinkedIn.
NAPFA Start Date
July 24, 2014
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