Grace & Associates, CPAs |
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Michael E. Grace, Sr.CPA, CVA, CFF, PFS, Partner
Phone: (831) 637-7408 ext. 11
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. 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 Reg · 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 Community Involvement · Current: o Community Foundation for San Benito County, Treasurer o San BenitoCountyArts Council, Treasurer o AT&TPebble BeachNational Pro-Am, Finance Assistant Past: o HazelHawkins HospitalFoundation, 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.
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341 First St. Phone: (831) 637-7408 |
Securities offered through SagePoint Financial, Inc., A Registered Broker Dealer. Member FINRA/SIPC. Tax and accounting services are offered through Grace & Associates, CPAs, who are not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.
This communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state(s) referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.