about adrienne
About Adrienne Rothstein Grace
Through Adrienne’s 30 years of experience, she has developed a focused specialty of guiding clients through the many financial hurdles they face when in transition. That transition can be the result of a myriad of life changes from divorce or death of a loved one, to disability.
Her background in every area of financial services, coupled with extensive training and multiple professional licenses and designations, allows her to assist people in understanding their financial position, organize their assets and liabilities, make better financial decisions during their time of transition, and advise on investment and management of assets to rebuild their financial lives.
When the legal work is accomplished, Adrienne’s skills help her client move on.
An Investment Adviser Representative, Certified Financial Planner professional (CFP®) and Certified Divorce Financial Analyst (CDFA™), Adrienne brings over 30 years experience in all aspects of financial life to her clients in their time of need.
A two term President of WNY Collaborative Law Professionals, LLC, and member of the New York State Council of Divorce Mediation, Adrienne works closely with the mediators, family law attorneys and mental health professionals in and out of court. She helps understand how the financial decisions you make today will impact their financial future. Adrienne’s goal is to help each client achieve financial security with the best divorce settlement possible.
Qualifications
- Certified Financial Planner®
- Certified Divorce Financial Analyst™
- Investment Advisor Representative
- Certified in Long Term Care
- Licensed to sell Life & Health Insurance in New York, Massachusetts and South Carolina
- Licensed to offer securities products in New York, Massachusetts, Alabama, North Carolina and South Carolina
Organizations
- Former Executive Board, Jewish Family Service 2005-2016
- Board of Directors, Girl Scouts of WNY; Finance Committee
- Coach, Canisius College Center for Women in Business 2008-2009
- Financial Service Professionals of WNY
- Past President, WNY Collaborative Law Professionals, LTD
An experienced financial professional, Adrienne specializes in working with people in these areas:
- Helping couples and individuals going through divorce reach a workable settlement that can fulfill their current and future needs; working with family law attorneys, mediators and in the collaborative law process.
- Providing ongoing wealth management and asset protection services to help take the stress out of finances and investing.
- Present financial management workshops on-site AT THE WORKPLACE to educate and inform both management and staff.
- To assist people in times of transition – job change or loss, retirement, marriage and divorce, widowhood, senior care issues – to implement better financial decisions for now and the future.
Adrienne has enjoyed a long and successful career in financial services. She has been a Bank Manager, a Trust Officer, an Investment Advisor Representative and Financial Planner in the Buffalo area since 1978. In addition to her extensive investment and planning experience, Adrienne has taken special training in divorce financial planning and Collaborative Law.
Girl Scouts of WNY
Adrienne is also a Board Member of Girl Scouts of WNY
Girl Scouts is 2.6 million strong—1.8 million girls and 800,000 adults who believe in the power of every G.I.R.L. (Go-getter, Innovator, Risk-taker, Leader)™ to change the world.
The Girl Scouts is the preeminent leadership development organization for girls. And with programs from coast to coast and across the globe, Girl Scouts offers every girl a chance to practice a lifetime of leadership, adventure, and success.
I Understand
Give me a call if some of these questions
ring true for you.
ring true for you.
Will I have enough after the divorce to pay my bills?
Can I afford to keep the house?
Should each of us just keep our own 401k or other retirement plans?
Does it make sense to trade pension rights for the house?
Will I have enough after the divorce to be able to retire some day?
Who will pay for the kids’ college?
I need cash for a new down payment. How can I get it?
Who should pay off the debts and when should they be paid?
How can I guarantee I’ll still get child support if my ex-spouse dies?
