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ClientsGrace Okafor

Grace Okafor

Active

Age 35 · Chicago, Illinois

AdvisorClaire WhitfieldRisk toleranceBalancedLinked accounts1 linkedLast contactSeptember 5, 2026
OverviewAssetsGoals2Documents3Contact log2
DocumentCategoryUpdatedUpdated bySize
account-agreement.pdf
AgreementJune 13, 2019Claire Whitfield1.2MB
tax-id-form.pdf
ID documentJune 13, 2019Claire Whitfield560KB
performance-2026-h1.pdf
ReportRead-onlyJuly 10, 2026the planning system2.4MB