She is also an active member of the Financial Planning Association’s NexGen New England Chapter, and enjoys connecting with other financial professionals to continuously better her own practice.
Originally from upstate New York, she currently resides in South Boston, where she enjoys staying active and spending time with family and friends. You’ll often find her running along Castle Island or working out at the gym. In her free time, she enjoys learning and seeking out novel experiences, whether it’s dining at a new restaurant, seeing a new movie, or visiting a new city. Grace also makes time for the hobbies she’s loved since childhood, including reading, tennis, piano, and studying foreign languages.
Grace began her journey with Altara Wealth as an intern during her senior year at Brandeis University. After graduating in 2022 as a Business and Film double major, she joined the firm full time as a Paraplanner, later earning her CFP® designation, SIE, Series 7, Series 63, and Life & Health licenses.
Grace now serves as a Financial Planner, with a specialized interest in equity compensation and tax planning. She recognizes that each client’s background and goals are unique and is passionate about personalizing her approach to help them achieve what matters most.
We’re here to help make sure it does.
grace@altara-wealth.com