Andrew Grace is the co-founder of Capital View Wealth Management where he brings a unique approach to the investment advisory business. Andrew demonstrates the ability to arrive at an appreciation of each client's unique needs and concerns, which he integrates into the strategies of the financial planning process. Andrew loves the practice of financial planning as he finds personal satisfaction in helping people work towards their financial planning goals, making their lives easier to manage and enabling clients to do more of what is important to them.
With 20 years of experience as a financial advisor, Andrew has honed his skill in effectively communicating complex concepts in a clear and understandable fashion. Furthermore, Andrew embraces his role as a fiduciary to his clients. Being a fiduciary requires that the client's needs come first and that all real or potential conflicts of interest must be eliminated or clearly disclosed.
Andrew has earned the Chartered Financial Consultant (ChFC®) designation, the most extensive educational program required for any financial services credential. This is the "Advanced Financial Planning" designation conferred by The American College.The premier ChFC® designation typically takes several years for the professional to earn, and it includes adherence to a strict code of ethics and requirements for continuing education throughout an advisor's career.
Andrew's talents are also evident when working with qualified plans. His dedication to a fiduciary standard of care with the plan sponsor, the trustees, and his firm, is evident in having earned the Accredited Investment Fiduciary, (AIF®) professional designation from Fiduciary360. This indicates that he has received formal training in investment fiduciary best practices.
As well, Andrew has earned the Chartered Mutual Fund Counselor (CMFC®) designation from the College for Financial Planning. The CMFC® program provides the education necessary to earn the only industry-recognized mutual fund designation.
FINRA licenses include Series 6, 7, 63, & 65. Other licenses include Life, Health & Disability Insurance as well as Property & Casualty Insurance.