Broker Check
Canela O'Grady

Canela O'Grady

Client Relations Manager

Canela makes customer care a top priority and her dedication to delivering quality service has been demonstrated for more than fifteen years. She currently holds the FPQP designation, which stands for Financial Paraplanner Qualified Professional. This entailed the completion of a rigorous curriculum and passing a difficult final exam. Additionally, she has a B. A. in Communication Studies from San Jose State University. Canela supports the office advisors and communicates regularly with the investment companies ensuring that all aspects of account management run smoothly. She provides exceptional service to our valued clients, and appreciates the relationships that she has built with them over the years.

The majority of Canela’s time outside of the office is primarily focused on her young children and enjoying family time. She loves to bake and is an accomplished pastry chef. Canela’s other hobbies include traveling, family walks, watching good movies, outdoor activities and participating in her local community events.