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Grisel Saez, FRC
Maryland and Virginia Certified Financial Education Instructor

Grisel takes a holistic approach to the market to better serve her clients. She focuses not only on the sale of the home or product, but more importantly, on fitting the goals with the outcome. “My approach is a needs-based analysis and a true understanding of a client’s WHY. Wealth Building and Protection is a major lifestyle change and financial undertaking which requires the thorough, dedicated care and guidance of a full-time consultant”.
Grisel believes you should always expect more when it comes to service, expertise, marketing, exposure, truth, and overall advice. All of this she is happy to deliver. She takes her fiduciary responsibility to her clients very seriously and does due diligence to ensure that they’re getting the best value and practical sound guidance.
 
Her responsiveness, proactivity, drive and energy are met by strong communication and negotiating and problem-solving skills that set her apart and make her extremely results-oriented. Grisel specializes in financial literacy, wealth protection, wealth building, legacy building, risk management, and debt management.

Originally from PR, Grisel grew up in Chicago and earned a BA degree from the University of Illinois. She went on to receive her MBA from Webster University, and enjoyed a successful background in financial services/education. In addition to her Life, Health and Disability License, she holds a Real Estate Sales License,  is a Certified Financial Education Instructor and member of the Financial Education Council. She is licensed to offer life insurance and annuities in Maryland and Virginia. 

Grisel loves helping people and empowering them to change their lives through education and sound financial advice. She is the mother of two adult children and has a young grandchild she adores. Triathlon and travel are among her other passions.​​

We are a proud member of the Safe Money Places Agent Network

What's the Safe Money Places Agent Network?

The Safe Money Places® Agent Network is a national organization of independent, like-minded financial professionals who operate under the Safe Money Places® philosophy. 

The network’s mission is to educate the public about Safe Money Places® and how “safe money products” will help keep their wealth intact and safe. 

Members provide their clients with the knowledge about how “safe money products” can provide income vehicles during retirement, help preserve their estates, and how certain financial products can do BOTH.
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Please visit our educational website www.SafeMoneyPlaces.com for more information. 

ASK US A FINANCIAL QUESTION

Everyone’s financial situation is unique and there is no such thing as a one-size fits all retirement plan. Ask us questions and get real answers. ​