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At the CFS Group, we believe the people behind the advice make all the difference. Our team is dedicated to understanding your goals and helping you navigate your financial journey. Get to know the individuals who bring their expertise and passion to everything we do. Grace joined the CFS Group as a college student in 2016 and now serves as Senior Vice President - Financial Advisor. She also assists Tony with client portfolios and serves as one of the team's wealth planners and insurance professionals. She focuses on helping clients align their investments with their life goals—balancing the numbers with meaningful, human connection. What sets her apart? Grace builds relationships that go beyond the balance sheet, often becoming a trusted part of a client’s life journey. Her best financial advice: “Time in the markets beats timing the market. Stick to the plan and trust your advisors.” Outside of work, Grace enjoys culinary adventures, road trips in classic cars with her husband, hiking with their springer spaniel, and training for marathons. A fifth-generation Californian and culinary school graduate, she brings passion and energy to everything she does.
Enjoy your Fourth of July! From patriotic parades to old-fashioned picnics to bursting firework displays, may it be a safe and happy holiday with loved ones!
Did you know summer is peak season for vacation rentals? Whether you’re eyeing a second home for family getaways or exploring rental income opportunities, the right plan can turn a vacation home into a financial asset. Let’s plan together!