Kathleen Grace, CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst, provides sophisticated financial and estate tax planning strategies to retired Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions. By serving as her clients’ Chief Financial Officer (CFO), Kathleen advises on all facets of wealth planning, helping clients chart a financial course for lifetime wealth creation.

With over thirty years of experience, Kathleen began her career working in Commodity Futures at the Chicago Board of Trade. She has also held executive positions with Goldman Sachs Personal Financial Management, RSM McGladrey, Inc., Merrill Lynch Private Client Group, and Citigroup.

Kathleen earned a bachelor’s degree in business administration in Finance and a Master of Professional Accounting degree from the University of Miami. She completed her CFP curriculum at Nova Southeastern University School of Business. Kathleen was awarded the CIMA designation from the Investment Management Consultants Association with education and curriculum through the Wharton School of Business.

She currently serves as a member of the Board of Trustees for Women in Distress and actively supports other charitable organizations. She previously served as a board member and Chair of the Investment Committee at the Florida Atlantic University Foundation and as an advisory board member for the Broward Bank of Commerce. She is also the author of the international bestseller, Prince Not So Charming, a financial planning novel.