nvida
financial Planning
Retirement success is not an accident –
it is planned.
nvida financial Planning
Retirement success is not an accident – it is planned.
NVIDA
Financial Planning
Reaching your goals begins now
NVIDA Financial Planning
Reaching your goals begins now
At NVIDA Financial Planning, LLC we take an approach to your wealth that works for you and your entire financial life. Whether you’re pursuing retirement, making an investment, seeking risk mitigation, or forging a legacy, understanding the bigger picture is the first step to helping you meet your financial goals. Our dedicated team always puts your needs first and works tirelessly to give you the confidence to pursue the financial future you envision. We’re committed to understanding what wealth means to you, because it means something different to all of us. We customize our wealth planning solutions to support you at every stage of life.
Power and Confidential Decisions
What does it mean to power your wealth? It’s more than selecting investment solutions. It’s about working with a financial advisor who looks at the totality of your needs, decisions, and goals and then connecting all pieces of your life to your investments—so that you can make confident decisions about how your investments work in service of your goals and the things you believe in most.
One of the most powerful aspects of wealth is that its impact can extend beyond today, creating a resilient and meaningful future for generations to come.
LEAD INVESTMENT ADVISOR REPRESENTATIVE
LEAD INVESTMENT ADVISOR REPRESENTATIVE
Grisell has over 25 years of experience providing comprehensive financial planning advice to high-net-worth individuals and families. She understands the collaborative relationship required to help clients realize their dreams and make smart financial decisions.
Grisell makes a real impact in her clients’ lives by guiding them through major life events and preserving, growing and passing on their wealth. Her customized approach focuses on thoughtful financial planning and wealth management that looks beyond investments to encompass all aspects of a client’s financial life.
She can demystify complicated investment ideas and takes the time to ensure investors are aligned on the core ideas of their financial plan. Grisell is a relentless advocate for financial education and literacy. She is passionate about empowering others to experience the world and champions the benefits of retiring wherever you want with proper financial planning.
Grisell earned a Master of Business Administration degree from Pfeiffer University and a Bachelor of Arts degree from the University of North Carolina at Charlotte. She is aligned with Cambridge Investment Group, Inc., an independent broker-dealer and registered investment advisor to provide investment products and advice. They share core values of integrity, commitment, flexibility, and kindness. Grisell is a frequent presenter and panelist at Latina symposiums.
Check the background of investment professionals on FINRA’s BrokerCheck.
Who We Serve
Business Owners & Entrepreneurs
We specialize in working with highly motivated people such as small business owners and entrepreneurs. We help business owners make sound, non-emotional financial decisions and free up their time so they can focus on what they do best. For many, their business is their passion – and helping them protect their business is ours.
Multicultural and Multigenerational
There is added complexity in working with individuals and families who live and work overseas. We guide successful individuals and families who have complex multinational financial needs, including foreigners living in the U.S. and American citizens abroad. When working with families, we can also help establish a family wealth plan within multiple generations.
Women in Finance
Today more than ever, women are finding themselves principally responsible for their long-term financial needs. Women also face certain challenges that are unique to them, such as a longer life expectancy, differences in pay, and interrupted work lives. We work with women who are dealing with divorce, death, illness, retirement, or other life transitions, and provide advice tailored to where they are in relation to those major transitions.
Our Services
Investment Management
We help you define an investment strategy tailored to your goals, then help you make informed investment decisions from among an expansive investment platform including industry-leading advisory programs, focusing on proven, consistent investment strategies and a manager selection process refined over the years.
Wealth Transfer
Our family wealth planning process encompasses cash flow management, college funding, retirement planning, and estate planning. We help affluent families address complex challenges of managing significant wealth, and cross-border planning for multinational families by providing exceptional level of service. If you have recently sold or exited a business, we can establish a plan to make the best use of your newly realized wealth.
Estate Planning
Plan now to prepare for later. Are your financial intentions clear? Estate planning determines how an individual’s assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual’s properties and financial obligations in the event they become incapacitated. We help you build the financial plan and investment strategy you need based on your goals and tailored to your unique circumstances.
Retirement Planning
Retirement may seem a long way off. However, it’s never too early to start retirement planning, an often neglected realm of financial planning. With retirement planning, you determine your financial goals for retirement and learn what you need to do now to achieve those goals. The sooner you begin the retirement planning processes, the more control over your financial situation you’ll have.
Financial Planning
At NVIDA Financial Planning, LLC, we always put your success first. We listen and align our strategies with your goals to take a truly personalized approach to managing wealth. We are committed to learning about your unique financial goals and creating a wealth strategy that supports you at every stage of life.
Whether you’re starting a family, expanding your career, or caring for aging parents, you are likely getting more serious about money. You’re getting better at growing your wealth and now more eager to preserve it. Your financial situation is more complex and you need to find a strategy that can grow and safeguard your assets.
Insurance Planning
Insurance strategies are a critical component of comprehensive financial planning that evaluates risk and determines the proper insurance coverage to mitigate those risks. It involves carefully selecting insurance policies to protect yourself, your family members, your assets, and more against unexpected losses. Proper insurance coverage can financially support you through a crisis and may involve life insurance, disability insurance, long-term care insurance, and more to create the foundation of your financial plan.
Weekly Market Commentary
Market Commentary | March 31st, 2025
Weekly Market CommentaryMarch 31st, 2025Week in Review... Market indices closed the week lower as markets grappled with weakening consumer confidence and April 2 tariffs on automotives. The S&P 500 declined by -1.53% The Dow Jones Industrial Average...
Market Commentary | March 24th, 2025
Week in Review... Amid the plethora of economic reports and a Federal Open Market Committee (FOMC) meeting, market indices closed the week slightly higher as markets grappled with a resilient economy and future inflation expectations. The S&P 500 rose by 0.51% The...
Market Commentary | March 17th, 2025
Week in Review... Market indices continued to decline lower as markets continue to navigate the impact of tariffs and softening economic growth. The S&P 500 declined by -2.27% The Dow Jones Industrial Average declined by -3.07% The tech-heavy Nasdaq...
CONTACT US
Address
171 Somervelle St. Suite 211
Alexandria, Virginia 22304 | GET DIRECTIONS