Grace Stolberg, CFP®, Financial Advisor, graduated from Nazareth University with a Bachelor of Science in Finance and minors in Financial Planning, Accounting, and Economics. Nazareth’s Financial Planning program is registered with the CFP Board and provided the educational foundation for her CFP® certification.
Growing up with a father in the financial planning profession, Grace developed an early appreciation for the impact a trusted advisor can have on an individual or family’s financial future. She joined O’Keefe Stevens Advisory in 2023 while completing her degree and transitioned into a full-time advisory role prior to graduation.
Today, Grace works directly with individuals, families, retirees, business owners, and professionals across Florida and throughout the country. Her focus is on comprehensive financial planning and investment management, helping clients navigate retirement, tax planning, investments, insurance, estate planning, and major financial decisions with clarity and confidence.
Originally from Western New York, Grace now resides in Miami, Florida. Outside of work, she enjoys cooking, traveling, exploring South Florida, and spending time with family and friends.
Click here to schedule a Discovery Call with Grace.