Quick Contact

Phone: 949.786.5015 ext. 113
dgrajek@rbgadvisors.com

Denise Renee Grajek

Client Relations Director

Denise Renee Grajek is the Director of Client Relations for the Retirement Benefits Group Irvine office. Denise has extensive experience with managerial administrative processes, customer care practices and code of ethics. Her responsibilities include client relationship management, service coordination, assistance with day-to-day executive administration of the office, monthly account plan reporting, newsletter distribution, month-end and year-end reporting practices, assistance with compliance and governance, client account performance reporting, and streamlining daily functions of the office. Denise enjoys being the first point of contact for individual clients and referrals from multiple sources. Denise has over 30-years’ experience in accounting, consulting and financial services industries to include but not limited to startup companies, Big 4 Accounting Firm, Contract Coordinator for a non-profit school and currently with RBG. Denise brings a great deal of experience to the RBG team.

Interests

Denise resides in Irvine where she raised her two daughters and enjoys spending time with her cocker spaniel. Denise is passionate about collecting cookbooks, catering events for friends/family and researching points of interest. She also enjoys being outdoors and entertaining. Denise’s additional interests are in the arts and culture, environment, assisting people in need and the welfare of children, elderly and animals.

Education

Denise attended Irvine Valley & Saddleback Colleges while maintaining a GPA of 3.8. She also regularly participates in Continued Education related to her managerial roles.