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ClientsGrace Okafor

Grace Okafor

Active

Age 35 · Chicago, Illinois

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts1 linkedLast contactSeptember 5, 2026
OverviewAssetsGoals2Documents3Contact log2
Contact log

A saved entry is pushed to the broker, and the broker's contact status is shown on it.

Video callSeptember 5, 2026 6:00 PM · 30 minCWClaire Whitfield

Added the Northstar account and registered the link ID.

Contacted
EmailJuly 2, 2026 12:30 PM · 5 minCWClaire Whitfield

Received instructions to sell part of the domestic equity.

Contacted