Speaking with "Prince Not So Charming" author Kathleen Grace

Burke Allen's Big Time Talker Podcast — by SpeakerMatch

English - November 06, 2013 17:00 - 21 minutes - 4.72 MB - ★★★★★ - 4 ratings
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Kathleen Grace, CFP, CIMA, is the author of PRINCE NOT SO CHARMING and principal and cofounder of Excelsior Capital Advisors, a division of United Capital Financial Advisers, LLC. For over 20 years, Kathleen has provided sophisticated financial and estate tax planning strategies to former Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions by serving as her clients' Chief Financial Officer (CFO). Kathleen earned her Bachelor of Business Administration in Finance from the University of Miami and her CFP certification from the Wayne Huizenga School of Business at Nova Southeastern University. In addition, Kathleen was awarded the CIMA designation from the Investment Management Consultants Association with education and curriculum through the Wharton School of Business. She is a Chicago native and currently resides in South Florida.