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Welcome to

Grace Financial Associates

Who We Are

Grace Financial Associates is a boutique advisory firm. We help and coach our clients to grow, protect, and utilize their wealth. We focus on our clients’ financial and life goals. We do this primarily by constructing and maintaining a personalized portfolio for each client that is grounded in academic research.

Because we pride ourselves on our independence, we are structured so that we can always provide the best possible impartial advice without any influence coming from a large organization.

How We Help Clients

Straight Talk

Straight talk happens when there is nothing to conceal, there are no hidden agendas or incentives and the Investment Advisor puts the interest of the client first.

Genuine Advice

Genuine advice is based on years of first hand experience of what has proven to work best for our clients without the influence of commissions or pressures to meet internal targets.

Exceptional Service

Exceptional service is reached when we never fail to talk to our clients on a regular basis; when we take pride in anticipating clients' needs; when our clients don't hesitate to pick up the phone and communicate with us; when we pride ourselves on the quality and speed of our response.

Grace Financial Team

Liana Jackson, Paul Grace, Marian Jung

Get a Second Opinion About Your Financial Plan

Are your finances successfully aligned with your life goals and objectives?

Schedule a meeting with us for a second opinion on your investment strategy by calling 415-383-8404, or using our second opinion form.

There's no obligation and the valuable information we'll provide during your meeting is yours to keep.


Grace Financial Associates, LLC is a Registered Investment Adviser. Custody services and other brokerage services provided to clients of Grace Financial Associates, LLC are offered through Charles Schwab & Co., Inc. or Asset Mark Trust Co. Inc., members FINRA/SIPC/NFA. Advisory services are only offered to clients or prospective clients where Grace Financial Associates, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Grace Financial Associates, LLC unless a client service agreement is in place.

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