Grace Y. Lau, MBA, CFA®
Founding Principal | Senior Wealth Manager
With over 35 years of investment experience, Grace leads the wealth management division’s Phoenix, Arizona office. Prior to starting her own firm, Pacwest Financial Management, Inc., which merged with BFSG, LLC. in 2017, she worked in various portfolio and wealth management roles at First Interstate Capital Management, Barclays Private Bank and Northern Trust.
Grace is a CFA® charterholder. She earned a master’s degree in International Business and Finance from George Washington University in 1975 and a bachelor’s degree in Biology & Chemistry from the University of Wisconsin in 1973. She attended Pacific Coast Banking School and graduated as an Honor Graduate in 1983.
What is your personal motto or mantra?
Always do the right thing.
What drew you to the wealth management industry?
Making a difference and helping people. Be able to make a difference in client’s financial life and experience how grateful they are towards our effort.
What is the most rewarding part of being a BFSG Team Member?
Working with great clients and caring team members.
The one word or phrase that best describes me is: