Corey Gragg, CFP<sup>&reg;</sup> - Financial Advisor

Corey Gragg, CFP®

Director of Financial Planning

Elk River Wealth Management

1125 17th St, Ste 720
Denver, CO 80202-2436
FINANCIAL ADVISOR'S WEBSITE
(720) 452-1901 CONNECT WITH Corey
  • linkedin link

General

Corey Gragg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Elk River Wealth Management in Denver, CO and the surrounding communities.

Financial Advisor Overview

We are an independent investment management and financial planning firm that delivers total wealth management to help individuals, families and business owners enhance every aspect of financial life.

More

Financial Advisor Experience

Corey Gragg is the Director of Financial Planning at Elk River Wealth Management. Corey is an experienced wealth advisor that works with individuals, families and business owners to put together goal-based, comprehensive financial plans. What he enjoys most is working with families to ensure that they have the financial peace of mind provided by detailed planning regarding cash flow, investment management, tax reduction, retirement savings, risk management and legacy/estate planning. Prior to joining Elk River Wealth Management, Corey held various sales and advisory roles with American Century Investments, located in Kansas City. During his time there, Corey earned the CERTIFIED FINANCIAL PLANNER (TM) certification, as well as a Master of Science Degree in Personal Financial Planning through The College for Financial Planning. He had previously earned undergraduate degrees in Accounting & Finance from Washburn University in Topeka, Kansas.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Property/casualty
  • Fixed annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources