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John Grace
Planning client's financial success since 1979.
John Grace is a seasoned financial advisor with over 30 years of experience in the financial services industry. He is a Registered Principal at LPL Financial, where he has been working for the past two years. Previously, he founded Investor's Advantage Corporation in Westlake Village, California, which emphasizes a unique investment approach based on independent research and mathematical probabilities tailored to clients' financial situations.134
Grace holds a degree from Carleton College and has been actively involved in various community and educational organizations. His contributions include serving as a former President and Trustee of the Ventura County Council of the Boy Scouts of America, and he has been a board member for the El Camino College Foundation and the California Lutheran Educational Foundation. He also has experience as a keynote speaker for Junior Achievement events and has lectured on financial matters at various institutions.12
In addition to his professional roles, Grace has been recognized for his contributions to the field, including being inducted into the Marquis Who's Who biographical registry.4
Highlights
🔍 Curious About Private Equity? Here’s Your Chance to Dive In!
📅 Mark Your Calendar: September 6th at Noon PT
Are you looking to diversify your investment portfolio with a unique opportunity? Join us for an exclusive Lunch & Learn where we'll unveil how CNL Strategic Capital offers a distinct private equity strategy. This is your chance to explore how investing in high-quality private U.S. companies can provide growth, monthly income, and diversification outside the public markets.
What to Expect: In-Depth Insights: Discover CNL Strategic Capital’s approach to acquiring durable private companies. Networking Opportunities: Connect with fellow investors and industry experts. Exclusive Preview: Be among the first to learn about an investment opportunity closing to new money in October 2024.
📍 Where: Our office or join us via Zoom ⏰ When: September 6th, Noon PT
RSVP: Respond to this email to secure your spot. Let us know if you’ll be attending in person or online. We can’t wait to see you there! #InvestmentOpportunity #PrivateEquity #CNLStrategicCapital #DiversifyYourPortfolio #LunchAndLearn #FinancialGrowth
Check out this thought-provoking article on how preparation can outweigh prediction in financial planning, drawing insights from endowments. 💡 https://lnkd.in/gtRvBfT2
Share your thoughts and strategies on preparing for financial uncertainties in the comments below! Let’s discuss how we can enhance our planning for a more resilient future. https://lnkd.in/gvdJh6gd
#FinancialPlanning #InvestmentStrategy #EndowmentInsights #MarketPreparation #FutureProof #FinanceTips #ResilientInvesting
