Speaking with "Prince Not So Charming" author Kathleen Gr...

What this episode covers

Kathleen Grace, CFP, CIMA, is the author of PRINCE NOT SO CHARMING and principal and cofounder of Excelsior Capital Advisors, a division of United Capital Financial Advisers, LLC. For over 20 years, Kathleen has provided sophisticated financial and estate tax planning strategies to former Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions by serving as her clients' Chief Financial Officer (CFO). Kathleen earned her Bachelor of Business Administration in Finance from the University of Miami and her CFP certification from the Wayne Huizenga School of Business at Nova Southeastern University. In addition, Kathleen was awarded the CIMA designation from the Investment Management Consultants Association with education and curriculum through the Wharton School of Business. She is a Chicago native and currently resides in South Florida.

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Frequently Asked Questions

How long is this episode of Burke Allen's Big Time Talker Podcast — by SpeakerMatch?

This episode is 20 minutes long.

When was this Burke Allen's Big Time Talker Podcast — by SpeakerMatch episode published?

This episode was published on November 6, 2013.

What is this episode about?

Kathleen Grace, CFP, CIMA, is the author of PRINCE NOT SO CHARMING and principal and cofounder of Excelsior Capital Advisors, a division of United Capital Financial Advisers, LLC. For over 20 years, Kathleen has provided sophisticated financial and...

Can I download this Burke Allen's Big Time Talker Podcast — by SpeakerMatch episode?

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