Designations and Licenses

Grace holds a life and AD&D and variable contracts insurance licenses in California.

Experience and Education

Grace works with a wealth advisory team that creates wealth management plans to help clients achieve their long-term financial goals. She supports advisors by providing personalized service to clients.

Prior to her current role, Grace was a client service associate for Mariner. Prior to that, she worked for a broker-dealer firm in Los Angeles, Calif.

Grace holds a bachelor’s degree in global economics from the University of California, Santa Cruz.

Personal Interests

Grace is a leadership development volunteer with the South Pasadena/San Marino YMCA, and a member of the camp planning committee for the South Pasadena/San Marino YMCA’s Camp Whittle. She attended the camp for four years and has been on staff for seven years. She also loves to be active outdoors, spend time with her family and her dog and travel to new places.