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Grace Castro

Professional Summary



Professional Overview


Grace Castro is a seasoned financial counselor based in Hollywood, Florida, with a strong track record of providing expert guidance and support to clients. Her areas of expertise include personal finance management, investment planning, and debt resolution.

Current Role


Grace currently serves as a financial counselor at Memorial Health, where she is responsible for assisting clients in developing personalized financial strategies to achieve their short and long-term goals. In this role, she leverages her deep understanding of financial products and services to help clients optimize their financial well-being.

Career Progression


Prior to her current position, Grace held various financial advisory roles, including positions at local credit unions and community-based financial counseling organizations. Throughout her career, she has consistently demonstrated a commitment to empowering individuals and families to make informed financial decisions.

Academic Background


Grace holds a Bachelor's degree in Finance from the University of Miami, where she graduated with distinction. She is also a Certified Financial Planner (CFP), further strengthening her expertise in comprehensive financial planning and investment management.

Areas of Expertise


  • Personal finance management

  • Investment planning and portfolio optimization

  • Debt resolution and credit counseling

  • Retirement and estate planning

  • Financial education and literacy


Professional Impact


Grace's dedication to her clients' financial well-being has earned her a reputation as a trusted advisor within the local community. She has been recognized for her innovative approaches to financial counseling, including the development of tailored programs for underserved populations.

Conclusion


With her strong academic credentials, extensive industry experience, and commitment to client success, Grace Castro is poised to continue making a meaningful impact as a financial counselor. Her ability to navigate complex financial landscapes and empower individuals to achieve their financial goals makes her a valuable asset to the Memorial Health team and the broader community.