James M. Graham CFP®
Jim began his career as a financial advisor in 1996 with VALIC. He specialized in retirement and distribution planning, as well as financial planning for the not-for-profit community in Arizona. After 13 years of advising for one of the largest financial organizations in the world, he made a decision to seek a more comprehensive and unbiased approach to financial planning. So, in 2009, Jim joined a group of independent advisors associated with Williams Financial Group in Arizona. The group offered the team approach he was looking for including tax, legal, estate, insurance, and financial planning under one roof. In addition, Jim was the host of “Hey Jim!”, a radio show dedicated to financial education.
Jim holds securities registrations including Series 7 and 63 through his Broker/Dealer, Crown Capital Securities, LP. He holds Life, Health, and Variable Annuity licenses. He has been a CERTIFIED FINANCIAL PLANNER ™ Practitioner since 2003. He attends continuing education sessions every year.
Website: Orange Rock Wealth Management