Client Service Specialist
Grace started her career in personal finance in 2012 at Physicians’ Financial Advisors, a boutique RIA firm serving medical professionals. She gained valuable experience as a Paraplanner, and assisted advisors with client service, compliance, and office management. Prior to joining the financial world, Grace was an award-winning pastry chef, owned a high-end cake studio, and appeared in multiple Food Network competitions. After retiring from the culinary world, she combined her passion for exceptional client service with an interest in personal finance. Grace received a B.A. from University of California at Irvine in Psychology, and later earned a Le Cordon Bleu Culinary certification. She received her Registered Paraplanner designation in 2013. In her spare time, she enjoys masters swimming, learning Korean, and being a great aunt to her four nieces and nephews.