Paul Grace

One of the most important things humans can do is help one another, and one of the things many people need help with is managing their financial lives so they can be free to enjoy them. The byline of my business has always been straight talk, genuine advice, and exceptional service.

As both a wealth manager and tax advisor, I create and maintain my clients' financial plans and investment portfolios so they can live with greater peace of mind. I graduated from UC San Diego, did graduate studies at Tulane, and spent nearly five years as an auditor for the IRS before establishing my own tax and wealth management firms.

Outside of work I enjoy swimming, hiking, running, skiing, and weight training. My beloved, Maria, and I travel to Kauai twice a year, and I help make Zen Buddhist meditation practice accessible in the San Francisco area.