With more than 14 years of experience in financial planning and working with investment managers, Grace Hom has the accumulated knowledge and perspective to help you with your financial goals. Grace understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Grace will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Grace endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what she learns about you and your goals and an analysis of the current financial markets, Grace designs a customized investment portfolio based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations and, once you are comfortable with your new plan, Grace puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
Grace began her career in financial services in 2009 and previously spent 2 years with Mass Mutual as a Registered Financial Service Consultant at Mass Mutual Tri State. Also was a Private Banker for 6 years and a Registered Client Associate for 3 at Wells Fargo., Grace creates financial plans through the use of equities, fixed income securities, managed money, and 529 education savings plans and more through Raymond James.
A native of Aruba, Grace resides in Middletown, NJ with her husband Eric Hom and children, Mia and Miles. She is a member of the Eastern Monmouth Chamber of Commerce (EMACC) and the Monmouth Regional Chamber of Commerce. When not in the office, she enjoys spending time with family, servicing her community, hiking, exercising, swimming, biking and dancing.
Bilingual: Fluent in English & Spanish