After investing for an endowment fund and piloting a successful financial advisory practice, Graham was brought in to work with Seattle based Wiegand Financial Group. He now owns and runs Wiegand Financial Group, helping families and business owners across the country manage their investment portfolios and plan their legacies. Graham holds a degree in Economics, earned the coveted CFP® designation at a young age, is a South Sound Business Journal 40 Under 40 honoree, and proudly devotes himself as a fiduciary to his clients.
CFP is an accreditation that stands for Certified Financial Planner.It is reserved for finance professionals who have committed to high ethical standards and have proven themselves highly proficient in financial planning concepts. You can learn more about the CFP here.
A fiduciary is one who operates under the highest legal duty to act ethically in the other party’s best interest.