Bette F. Grace

Bette F. Grace

CPA, CFE, CFF, PFS, MBA, Partner, Registered Investment Advisor

Phone: (831) 637-7408 ext. 11
Fax: (831) 637-6637
 

 

Bette Grace joined the CPA firm of Michael E. Grace, CPA in 1995, and after receiving her Certificate in Public Accounting, became a partner in the firm of Grace & Associates, CPAs. In 2000, Bette became a Registered Representative in the financial services industry, and has since become a Registered Investment Advisor Representative.

Bette has over 40 years of experience in financial and management accounting, with over 15 years experience as the controller of large, local companies. Bette is available to help you with your investment decisions, audit, forensic, fraud, taxation, accounting and a variety of other consulting services.

Certifications and Licenses

·         Certified Public Accountant

o    American Institute of Certified Public Accountants

   Certified Fraud Examiner

o    Association of Certified Fraud Examiners

·         Certified in Financial Forensics

o    American Institute of Certified Public Accountants

·         Personal Financial Specialist

o    American Institute of Certified Public Accountants

·         Registered Investment Advisor

o    Sagepoint Financial, Inc.

·         Series 7, 65 and 63 Registrations

·         Health and Life Insurance Licensed

o    California Department of Insurance

o    CA License Number OC81491

Education

·         Master of Business Administration, Emphasis in Taxation

o    San Jose State University

·         Bachelor of Science, Accounting

o    San Jose State University

Recent Continuing Professional Education (partial list)

·         California CPA Education Foundation

o    Auditing Standards and Risk Assessment Update

o    Common Interest Realty Association Update

o    Ethics

o    Fraud Detection

o    Fraud in Governments and Non-profit Organizations

o    Governmental Accounting and Auditing updates

o    Not for Profit Accounting and Auditing Update

o    Tax Update and Planning Conferences

·         Association of Certified Fraud Examiners

o    Conflicts of Interest

o    Decentralized Technology

o    Discovery to Trial

·         National Association of Certified Valuation Analysts

o    Sagepoint Financial/California Department of Insurance

·      o    Anti-Money Laundering

o    An Overview of Various Products, Their Characteristics and Suitability

o    Ethics in Insurance

o    Helping Clients Navigate an unstable Economy

o    Preventing and Detecting Money Laundering

Professional Affiliations

·         American Institute of Certified Public Accountants

·         Association of Certified Fraud Examiners

·         California Society of Certified Public Accountants

·         Sagepoint Financial, Inc.

Community Involvement

·         Current:

o    Girl Scouts of California's Central Coast, SU 250, Committee Treasurer, Troop            Leader and Council Board Member

 Past:

     o    San Benito County Chamber of Commerce, Treasurer

o    33rd Agricultural District (San Benito County Fair Board), President

o    Community Pantry for San Benito County, Secretary

o    Hollister Downtown Association, Board Member

o    Hollister Motorcycle Rally, Committee Member

o    YMCA Annual Fundraising Appeal, Member

o    AT&T Pebble Beach National Pro-Am, Finance Chairwoman

o    Grant Review Committee, United Way of Silicon Valley

Please feel free to call or e-mail Bette if she may assist you.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck