Grace Lau in

Grace Lau

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Trustee at Museum of Northern Arizona
📍 Phoenix, Arizona, United States

Grace Lau is the Managing Principal at Benefit Financial Services Group in Phoenix, a firm she founded as PacWest Financial Management. A Chartered Financial Analyst (CFA®) with an MBA from The George Washington University, she focuses on providing high-touch investment management for successful families and institutions. People often describe her as a dedicated finance professional.

Deeply invested in her community, Grace co-founded the Arizona Asian Pacific American Womens Giving Circle. She has also served as a trustee for the Museum of Northern Arizona and the Arizona Community Foundation, demonstrating a long-standing commitment to local philanthropic and cultural causes.

She co-founded a giving circle specifically for Asian Pacific American women in Arizona.

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Experience
47 Years
Current Role
Trustee
Job Level
Leadership
Location
Phoenix, Arizona, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Grace cares about

Women's Giving Circles
She co-founded the Arizona Asian Pacific American Women's Giving Circle in 2014 and recently joined Charter 100 to connect with other highly achieved women.
Arizona Philanthropy
Demonstrates a strong commitment to local causes through her service as a trustee for the Museum of Northern Arizona and the Arizona Community Foundation.
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Career

Work history

4-2015
Trustee
Museum of Northern Arizona
2008 - 2011
Board member
Social Venture Partners
2007 - 2011
Member
Women Presidents Organization
4-1997
CEO and Founder
PacWest Investment Management & Financial Planning
1-1997
Managing Principal
Benefit Financial Services Group (fka PacWest Financial Mgt.)
In the press

Media appearances

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Education
1975 - 1977
MBA
The George Washington University School of Business
1969 - 1973
B.S.
University of Wisconsin-Eau Claire
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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