Regional Director,
North Star Resource Group
Grace Torres Kilpatrick has spent over 15 years in wealth management. She is a dedicated Financial Advisor who prides herself on being emotionally intelligent during delicate life transitions that can arise in financial conversations. She enjoys taking the time to discuss complex concepts clearly. She describes herself as a lifelong learner and encourages academics. Grace received her bachelor’s degree from Menlo College, Silicon Valley’s Business School, where she played four years of college soccer. She later achieved her master’s degree in Executive Coaching and Consulting from Concordia University Irvine.
Grace is passionate about understanding our changing economy while incorporating best practices from both new and old school philosophies. She completed an Innovation Certificate from Dartmouth. Grace spent her whole life surrounded by the markets and is proudly a next-generation financial advisor. She is deeply committed to bringing new generations into the financial industry. In 2022, she completed the Certified Exit Planning Advisor designation just before coming to North Star Resource Group. Prior to that, Grace spent over a decade of her career at Morgan Stanley.
This session walks through a practical model for teaching holistic financial planning, including how advisors are trained to price and deliver fee-based services. You’ll leave with a clear, repeatable framework you can use to build or refine your firm’s advisor training program.