She lives in South Boston and enjoys running along Castle Island, tennis, skiing, golf, and creative pursuits like piano, reading, and drawing. Grace also has a passion for languages, currently studying Mandarin, Spanish, and Italian, and hopes to revisit German, Russian, and Latin in the future.
Grace began her journey with Boston Wealth Strategies as an intern during her senior year at Brandeis University. After graduating in 2022, she joined the firm full time as a Paraplanner, later earning her CFP® designation and Series 7 and 63 licenses. She is also pursuing her TPCP credential.
Grace now serves as a Wealth Associate, specializing in equity compensation and tax planning. She is an active member of the Financial Planning Association’s NexGen New England Chapter and is committed to advancing her career while helping clients achieve financial confidence.
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