James M. Graham,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Graham, CFP®

Investment Advisor Representative

Orange Rock Wealth Management, LLC

9125 W Thunderbird Rd, Ste 100
Peoria, AZ 85381
FINANCIAL ADVISOR'S WEBSITE
(480) 535-9330

General

James Graham is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Orange Rock Wealth Management, LLC in Peoria, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Employee Benefits, Getting Married, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth

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