
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
Profile Information
Wealth Advisor
Filigree Wealth Advisors
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Irvine
California
United States
May 15, 2024
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