For over 35 years, Graham has provided financial counsel and advice to clients. He prides himself in long-term relationships with clients, spanning 20 years on average. Graham provides value by making his clients feel financially secure despite life transitions and volatile markets.
Graham was born in England and has lived in Australia, Colorado, Hawaii, and California. He began working at Merrill Lynch when he lived in Australia and then moved to Colorado to study finance. He graduated from the University of Colorado in 1987 with a Bachelor’s degree in Finance and was elected the Outstanding Undergraduate Finance student. He earned the Chartered Financial Analyst (CFA) designation in 1990. Graham continued working at Merrill Lynch, then moved to Smith Barney, and recently joined California Wealth Transitions.
Graham was the President of the Rotary Club of Colorado Springs, served on the Board of Directors of Hope and Home, an agency focused on placing foster children in permanent homes. When he moved to Hawaii, he served on the Arthritis Foundation board, helping raise funds and promoting arthritis awareness.
Besides his professional career, Graham enjoys outdoor recreational activities, such as hiking and running. One of his biggest accomplishments is running half-marathons in five different countries with more to come. He likes traveling to new locations and sampling their food and wine. Graham enjoys spending time with his family of three. His wife, Janiffer, is an attorney, and his daughter, Carolyn, is a doctor. He is also the proud owner of his two cats: Boomer and Ollie.