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About Us

  • Our mission is to educate our clients, and to simplify and organize their financial lives. We focus on aligning your finances with your life goals and objectives.
  • As Investment Advisor Representatives (IARs), we are legally held to a fiduciary standard. This requires us to act in your best interest. Registered Representatives that are not also IARs are not held to this same fiduciary standard.
  • To facilitate delivery of excellent quality financial services of the highest integrity, we associate with companies offering a superior level of strength, stability and support.

Paul Grace

Founder, Wealth Manager, Financial Advisor and Coach

FINRA Registrations
Series 6, Series 66
Insurance License
State of California Insurance License #OD17026

Professional / Employment History
Financial Advisor
Nov 2014 - present: Grace Financial Associates, LLC
2012 - Oct 2014: Independent Financial Group
2001 - 2012: Genworth Financial Advisor Corp.
1999 - 2012: Genworth Financial Securities Corp.
1978 - present: Founder, Tamalpais Tax Service
1972 - 1977: Auditor, Internal Revenue Service

Professional Association
National Society of Tax Professionals


Marian M. Jung

Associate, Wealth Manager

FINRA Registrations
Series 65
CPA, Certified Public Accountant
NMLS Licensed and Mortgage Originator License
Real Estate Salesperson License

Professional / Employment History
Sept 2015 - present: Grace Financial Associates LLC
Financial Advisor
2008 - Aug 2015: Opes Advisors Inc.
Financial Advisor and Mortgage Advisor
2007 - Aug 2008: Marin Financial Group
Mortgage Agent
1999 - Sept 2007: ProMortgage Inc.
Mortgage Agent and Controller
1981 - June 1994: Polaris Aircraft Leasing Corp (A GE Capital Company)
Vice President and Controller
1978 - Sept 1981 Arthur Andersen and Company
Auditor, Small Business Division

Education
1974 - 1978 University of California, BS in Business Administration, Phi Beta Kappa

"Wealth is the ability to fully experience life."

~ Henry David Thoreau

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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