CoverProfile

Griffin Graves

Wealth Advisor

Filigree Wealth Advisors

United States, California, Irvine

About Me

Griffin Graves, CFP® is a Wealth Advisor and works with clients of Filigree Wealth Advisors in the construction, implementation and monitoring of wealth strategies. In addition, he manages all aspects of custodial relationships on behalf of our clients and supports numerous technology platforms.Prior to Filigree Wealth Advisors, Griffin was a Relationship Manager at a Boston based RIA where he directly supported a team of Wealth Advisors, their clients and day to day operations. Previously, Griffin was a member of the Financial Consultant Academy at Charles Schwab in Westlake, Texas.Griffin attended The University of Arizona, where he received a B.S. in Business Economics from the Eller Col
View more

Profile Information

Wealth Advisor

Filigree Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Irvine

California

United States

May 15, 2024

More profiles to browse

GG
Gerald Graves
Co-Managing Partner
CD
Chris Dudley
Co-Managing Partner

You Might Like

DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)