Colin S. Grahl,  CFP<sup>&reg;</sup> - Financial Advisor

Colin S. Grahl, CFP®

Sr. Financial Advisor

WGG Wealth Partners

3741 Douglas Blvd, Ste 290
Roseville, CA 95661
(916) 677-1640 x124

General

Colin Grahl is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WGG Wealth Partners in Roseville, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

24, 63, 7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households

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