Grace Lau
Client Services Administrative Associate at Heritage Wealth Advisors
Based in Richmond, United States
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Seniority
Staff
Department
Other
Location
Richmond
Industry
Financial Services
Company size
49
Contact information
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g•••••••@heritagewealth.net
Phone
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Background
About Grace Lau
A creative, self-motivated professional who is detail oriented with a strong work ethic and exceptional organizational skills. Studying for my CERTIFIED FINANCIAL PLANNER™ certification through the Kaplan CFP® Designation Program. Able to meet multiple competing deadlines and maintain confidentiality in a fast-paced environment through excellent time management abilities and work effectively in teams as well as independently. The views I express on this site are my own, are not endorsed by, and do not represent those of my employer Heritage Wealth Advisors. Heritage disclaims any responsibility or liability for any errors, omissions, losses, or damages claimed or incurred due to any Heritage associate’s postings on social media.
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