Townsend
Grace O. is a financial planning professional with extensive experience in wealth management and financial advisory roles. Currently serving as a Financial Planner at Townsend since November 2022, Grace has also held the position of Wealth Management Associate at CUSO Financial Services, LP since April 2017 and previously worked as a Financial Advisor within the same firm at Advantis. Prior experience includes a role as a Sales Support Associate at JPMorgan Chase & Co. and a Marketing Analyst at Fisher Investments. Grace's career began with an internship as a Brand Ambassador Coordinator at American Student Assistance. Grace holds a Bachelor of Science in Marketing from Bentley University, completed in 2013, with a Liberal Studies Major in Ethics and Social Responsibility.
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Townsend
Establishing a relationship and engaging a financial advisor on LinkedIn is unlikely. But keep reading! All relationships must start somewhere. Earning your trust takes time. Townsend is not just a RIA firm, it's an all-around retirement experience built from weekly market updates, free educational/social events, quarterly newsletters and even special community volunteer opportunities. In fact, we have numerous clients who have built new relationships through our different events and outside community involvement. People choose Townsend because of our integrity and personalized client service. We work diligently to set achievable retirement expectations and are dedicated to the prudent stewardship of their wealth through our active portfolio management strategy. We also understand time and commitment. I established Townsend in 1990 and have been a Certified Retirement Planning Counselor (CRPC®) since 1986. That's over 30 years of experience specializing in retirement planning and investment management. I am also a well-known financial educator and the author of 2 books: The Master Plan-Retirement for the Best of Your Life, The Road to Retirement - Everything You Need to Know for a Successful Retirement The Road to Retirement 2.0 Questions? Call our office: 303.452.5986 or email TownsendRetirement@TownsendRetirement.com The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience. Please see website for full disclosures www.TownsendRetirement.com