About Grisell Cabero Palsson, MBA

Family Financial Advisor

Ask Grisell Cabero Palsson about life and she’ll tell you it doesn’t often go as intended. That’s why it’s called financial planning. It’s continuous and designed to meet the ever-changing circumstances of your life. Through all of life’s successes and challenges, the value of sage advice when you need it most is incalculable.

Grisell has been helping individuals and families achieve financial independence since 1997. In her decades within the industry, she has honed her specialty of working with business owners as they navigate exit planning and retirement. So much of a business owner’s wealth is tangled within the assets of the business, and she appreciates the challenge of decluttering and realizing the value of their life’s work. As a comprehensive planner, Grisell will pair this effort with retirement income and estate planning support to help create generational wealth for the business owner and their family.  

Grisell is dedicated to serving her clients’ evolving needs and guiding them to meet their financial goals and dreams. As a fee-based advisor and fiduciary, she is paid a fee based on the assets she manages. In practice, this means that if you do well, so does Grisell. Unlike advisors who may be affiliated with a big Wall Street bank or corporation, Grisell is an independent business owner just like the people she serves. She has chosen Cambridge Investment Research, Inc. as her broker-dealer, who shares her values of integrity, commitment, flexibility, and kindness.

Grisell is a frequent presenter and panelist at Latina symposiums. She received a Master of Business Administration from Pfeiffer College and a Bachelor of Arts from the University of North Carolina at Charlotte.