Michael E. Grace, Sr.

Michael E. Grace, Sr.

CPA, CVA, CFF, PFS, Partner

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

 

Michael Grace (Mike) began his career as a Certified Public Accountant in 1979. He was a CPA with Deloitte and Touche, an international tax and accounting firm, until working as a controller for an agribusiness company. He founded his own local CPA practice in 1986, and in 1998 formed the partnership of Grace & Associates, CPAs. In 2000, Mike became a Registered Representative in the financial services industry.

Mike has over 30 years of experience in public accounting and is available to help you with investment decisions, audit, business planning, taxation, accounting, valuation and a variety of other consulting services.

Certifications and Licenses

·         Certified Public Accountant

o    American Institute of Certified Public Accountants

· Certified Valuation Analyst

o    National Association of Certified Valuation Analysts

·         Certified in Financial Forensics

o    American Institute of Certified Public Accountants

·         Personal Financial Specialist

o    American Institute of Certified Public Accountants

·         Registered Representative

o    Sagepoint Financial, Inc.

·         Series 7 and 63 Registrations

·         Health and Life Insurance Licensed

o    California Department of Insurance

o    CA License Number OC86410

Education

·         Bachelor of Science, Business Administration, Accounting

o    San JoseState University

Recent Continuing Professional Education (partial list)

·         CaliforniaCPA Education Foundation

o    A-133 in Non-profit and Governmental Audits

o    Advanced Fraud Case Study

o    Auditing Standards and Risk Assessment Update

o    Business Succession Planning

o    Business Valuation Conference

o    Ethics

o    Fraud Detection

o    Fraud in Governments and Non-profit Organizations

o    GASB 34 Update

o    Not for Profit Accounting and Auditing Update

o    Private Foundation Taxation Update

o    Real Estate Conference

o    Tax Update and Planning Conferences

·         National Association of Certified Valuation Analysts

o    Valuation Certification Education

o    Valuations Updates

Sagepoint Financial/California Department of Insurance

o    An Overview of Various Products, Their Characteristics and Suitability

o    Ethical Issues in the Financial Services Industry

o    Financial Planning Products and Practices

o    Pension Protection of 2006

o    Preventing and Detecting Money Laundering

o    When Recommending Annuities Makes Sense

Professional Affiliations

·         American Institute of Certified Public Accountants

·         National Association of Certified Valuation Analysts

·         CaliforniaSociety of Certified Public Accountants

·         Sagepoint Financial, Inc.

Community Involvement

·         Current:

o    Community Foundation for San Benito County, Treasurer

o    San Benito CountyArts Council, Treasurer

o    AT&T Pebble BeachNational Pro-Am, Finance Assistant

Past:

o    Hazel Hawkins Hospital Foundation, Treasurer

o    Community Pantry for San Benito County, Treasurer

o    Stonegate Homeowner’s Association, Treasurer

o    Sacred Heart School Board, Director

o    Kiwanis, Member

o    Exchange Club, Member 

Please feel free to call or e-mail Mike if he may assist you.