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G&G Wealth
Scottsdale, Arizona

Kerina Graham

CFP®, CRPC®, MBA
Striving to Guide and Guard Your Preferred Lifestyle.
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Meet Kerina

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Introduction - Kerina Graham
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Reasons to Rollover 401k to an IRA - Kerina Graham
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How to Interview an Advisor - Kerina Graham
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Fee Based vs Brokerage - Kerina Graham
Video Transcripts

As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Kerina understands that people face unique challenges. With over 20 years of being employed in the financial industry she has various experiences to bring to the table in her holistic planning approach. Kerina’s business model is based on her core beliefs of communication, hard work, honesty and the desire to do the right thing for her clients. This is what brought her to Stratos…

As a CERTIFIED FINANCIAL PLANNER™ Practitioner, Kerina understands that people face unique challenges. With over 20 years of being employed in the financial industry she has various experiences to bring to the table in her holistic planning approach. Kerina’s business model is based on her core beliefs of communication, hard work, honesty and the desire to do the right thing for her clients. This is what brought her to Stratos Wealth Partners after a 22 year career with the same company.

Kerina’s goal of becoming a financial advisor was a long time in the making. She obtained her B.A. in Finance to start her career in financial services. After several years in the industry and wanting to take that next step in her career, she went back to school to obtain her Masters in Business Administration before obtaining her licenses to become a Financial Advisor. While acting in the capacity of a Financial Advisor she has continued to increase her knowledge of the financial markets. In addition to having the required certifications to invest for her clients she has also studied and passed the exams to hold her FINRA Series 9 & 10 registrations through LPL, along with obtaining additional certifications including the Chartered Retirement Planning CounselorSM; and the prestigious Certified Financial Planner™ designation. In order to use the CFP® certification marks in the U.S., the advisor has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

On a personal note, Kerina is passionate about the fight about cancer and has participated in various events including the 60 Mile 3-Day Susan G Komen walk for the past 7 years. Her goal is to walk in every city that supports the event. Recently she has started participating in the Dirty Girl Mud runs as another way to fight against cancer.

Please consider sitting down with Kerina to discuss your goals and review your current situation.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
College Planning
LGBT Services
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Business executives
Families

Fee structure

Fee & Commission
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CRPC® - Chartered Retirement Planning Counselor℠

Education

Bachelors
MBA
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