Grace Reyes, ChFC®
About
As a financial advisor I work with individuals, professionals and small business owners to help them achieve their goals and objectives for wealth accumulation and to achieve a comfortable lifestyle in retirement. I work with clients in various areas of financial education and planning, wealth management, as well as protection, retirement, tax, and estate planning.
My mission is to create an environment that makes my clients feel comfortable asking challenging questions about their finances and what it will take to achieve their goals for the future. I enjoy and take the time to educate and to provide my clients with options to help them make difficult financial decisions. I grew up in a small rural town in southern Arizona and after graduating from college, moved to the beautiful city of San Francisco with a mere $200 in my pocket. I had to learn to live on a budget and to manage the challenge of surviving financially in such an expensive city. My background, experience, education, and training provide me with the skills and expertise to guide my clients in achieving their financial goals.
My Credentials
Grace earned her Bachelor of Science degree from the University of Arizona and her MBA with an emphasis in finance from the University of San Francisco. She is licensed as a Registered Representative with Osaic Wealth, and earned her ChFC®, Chartered Financial Consultant designation. She also is a licensed agent for life, health, disability insurance and tax deferred annuities. These licenses, training and continuing education requirements give Grace the ability to provide her clients an array of services to fulfill their needs based on their goals.
Grace currently lives in Albany, CA, a 15 minute drive to the University of California, Berkeley. Grace serves clients not only in the Bay Area but throughout the US.