Grace B. Torres Kilpatrick
Financial Advisor, CEPA®
I specialize in implementing investment strategies for business owners and high-net-worth families. My wealth management approach is designed to give you piece of mind regarding your money so you can get back to doing what you enjoy.
Grace has spent over a decade in wealth management. She is a dedicated Financial Advisor who is emotionally intelligent about delicate life transitions that can arise during the wealth management process. She prides herself on taking the time to discuss complex concepts clearly. She describes herself as a lifelong learner and encourages academics.
Grace received her master’s in Executive Coaching and Consultation from Concordia University Irvine. She has a bachelor’s in mass communication from Menlo College, Silicon Valley’s Business School. Grace played four years NAIA soccer for Menlo College and remains active in the soccer community.
Grace has spent her whole life surrounded by the markets. She is the third-generation financial advisor in her family. Whether it is ESG investing or emerging technology, Grace is passionate about understanding change and innovation in the financial industry. She has an innovation certificate from Dartmouth and environmental research certificate from Stanford.
Grace and her husband have two daughters. Grace has coached her daughter’s soccer team and currently plays in a futsal league. She cares about helping families impacted by dementia and enjoys participating in community events like the Walk4ALZ for Alzheimer’s San Diego. Grace loves taking her daughters to Sunday school.
Grace offers services that simplify the financial decisions that business owners and their families face every day:
- Estate planning
- Impact investing
- Financial planning
- Wealth management
- Gifting considerations
- Business succession planning
Grace is an investment advisor representative of Cetera Advisor Networks, LLC. CA Insurance License #4266275.