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Client Advisory

Biography

Grace is a Senior associate in the New York City office. She works closely with advisors as a member of the firm’s Wealth Advisory Group providing comprehensive financial planning to high-net worth individuals, families, and non-profit organizations.

Prior to joining Cerity Partners, Grace worked for Western Financial Corporation in San Diego, California. Her primary role was providing retirement and cash flow planning to families and individuals.

Learn more about my practice.

Education

  • B.A. in Economics from Kenyon College

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.