My role as a Wealth Advisor with Motley Fool Wealth Management is to make sure that my clients walk away from every meeting feeling heard, and knowing that their thoughts, concerns, and stories are incredibly valuable to me. As a Chartered Retirement Planning Counselor® as well, it is my goal to support individuals and their families so they can be prepared and excited for their financial future.
A little bit more about Grace...
I’ve been fortunate to gain a wide range of experiences before joining the Motley Fool Wealth Management team. In 2015, I earned my Bachelor’s degree in Chinese Studies from California State University, Long Beach, and continued my education at Shanghai International Studies University where I got my Masters of Law L.L.M. in 2018.
While working as a marketing executive at a boutique firm in downtown Los Angeles, I served as the main point of contact for all clients and prospects. I absolutely loved it. Getting to know them was so enjoyable and intriguing that I decided to pursue a new path as a financial advisor, and I obtained my Series 66 and Series 7 licenses.
Becoming a financial advisor at a prominent Wall Street firm afterwards was an exciting experience as well – I routinely exceeded goals by generating new assets, and was consistently recognized for driving client satisfaction. My dependability and commitment to my clients, I believe, is crucial to our potential success.
I learned from my parents at a young age that while it is important to save up, budget, and make smart money decisions, you must remember to give back as well. With my financial acumen and strategic mindset, I hope to empower my clients with the confidence they need to benefit themselves, their families, and the world around them.
I enjoy taking my cat on walks around the neighborhood, anything arts and crafts related, catching up on a book, enjoying nature, and flower arrangements.
What is something that most people don't know about you?
My husband and I are both from California, but we met in China.
