Kathleen Grace

Kathleen Grace is the Vice President of Goldman Sachs Personal Financial Management and author of the financial planning novel Prince Not So Charming: Cinderella's Guide to Financial Independence (2013).

Not to be confused with LA-based singer and songwriter Kathleen Grace.

Kathleen Grace 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.

Ms. Grace began her career working with Commodity Futures at the Chicago Board of Trade. For over 25 years, Kathleen has provided sophisticated financial and estate tax planning strategies to Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions by serving as her clients' Chief Financial Officer (CFO). She was co-founder of Excelsior Capital Advisors and a Managing Director of United Capital Financial Advisers, LLC.

Kathleen frequently contributes to print, radio, and television media, including The Wall Street Journal, Fox Business, and many others.

In her only book, Prince Not So Beautiful, she provides strategies for women to avoid financial ruin regardless of marital status.

Kathleen Grace is a Chicago native. She currently resides in Boca Raton, Florida.