Meet the Advisor

At Gracia Financial, I have the client—and only the client—in mind.

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community.

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

A family of three, two adults and a child, sitting on a beige sofa and looking at a tablet together, smiling and enjoying their time.
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Ricardo Gracia

Owner/President

Phone-818-400-9299

email- Ricardo@GraciaFinancial.com

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Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I can help you address your needs of today and for many years to come. I look forward to working with you.

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