Dove Investment Research & Management's mission is to create a place for faithful people to learn and be encouraged to move towards their faith and purpose-driven lives. People are looking for wisdom, and we guide them using their values and our experience. When you ask us for advice, we'll first turn to the Bible for answers.
Dove Investment Research & Management is centered around God's promise in Jeremiah 29:11.
"For I know the plans I have for you, declares the Lord. Plans to prosper you and not to harm you, plans to give you hope and a future."
We seek to learn about you and understand you and your situation.
What's important to you?
Imagine living the life you've envisioned. What inspires you? Is it a beachfront house or a trip around the world? Perhaps it’s the ability to live closer to family and grandchildren. We counsel people to be inspired to live their purpose-driven lives. Many of our clients desire to serve others or act on their calling. We help clients envision their future, so they feel encouraged and capable of reaching their goals. We use your inspiration to develop a plan that serves your future.
We educate our clients using easy-to-understand language. That's because we want our clients to fully understand the game plan that together we've developed. We seek clarity in your goals and game plan, especially potential risks, fees or costs. Transparency and clarity rest at the heart of who we are.
Once our clients have a clear picture of their future and a clear game plan to get there, they're motivated to take action toward their goals and dreams. Clients feel empowered to move forward when they have a guide that will help them work toward their goal.
With regular monitoring, meetings, consultation and collaboration, we help clients move towards their vision and goals. We also prepare for contingencies and "what-if" scenarios just in case. When challenges sometimes occur, we work together to adjust and get back on track. We are here every step of the way to help people fulfill their goals and dreams.
Our team is dedicated to glorifying God in everything we do, including managing your finances. The Bible mentions money 140 times, so we believe the concept of stewardship is very important. The principle of stewardship is why we fulfill our calling of serving others through investment management and financial planning, while making it easier for you to work toward fulfilling yours.
We pledge to manage your money with an objective opinion that keeps your best interests in mind. With this in mind, we will always aim to give our honest recommendation of what is best for you, the client. Keeping you informed and up-to-date with the utmost integrity is our number one priority.
Our team will work hard to give you a fulfilling experience with us. If you have a problem, we will be consistently available to alleviate the problem as quickly as possible. Your happiness in your contact with our firm results in our happiness.
Thomas R. Graffeo, CFP, CIMA, LPL Registered Principal
Tom Graffeo, CFP® CIMA is a Wealth Manager who focuses his practice on pursuing stability for his clients when it comes to their financial future. With more than 30 years of experience, Tom brings a wealth of knowledge, experience and education to his practice. As a consultant to advisors in the investment industry for the last 15 years, Tom worked with and coached various prominent advisors in Southern California.
A graduate of the University of Southern California (1985) with a degree in economics, Tom went on to work for some of the biggest financial firms in the world. Most recently he was a vice president with AllianceBernstein and ING Group, two of the largest financial firms in the world. Along the way Tom became a Certified Financial Planner ProfessionalTM (CFP®), earning a planning degree from The College of Financial Planning. He also attended The University of Pennsylvania’s Wharton School of Business to earn the designation of Certified Investment Management Analyst (CIMA). These educational experiences distinguish Tom in the investment community, as very few advisors have both designations. He is a member of the Financial Planning Association, Investment Management Consultants Association and Kingdom Advisors.
Tom lives in South Orange County and is a member at Saddleback Church and supports Strong Tower ministries outreach program for disadvantaged children in Orange County and Baja California.
Rob began working as a contractor with Dove Investments Research and Management in June 2020. His focus is on leadership coaching, organization effectiveness, business development and serving as a resource to our clients in kingdom perspective and stewardship. He will be leading the integration of Kingdom Advisors resources into our practice.
Rob has a proven track record of leadership, with more than 35 years of as an organizational leader with several dynamic and growing organizations in Orange County. As an executive team member at Mariners Church and Saddleback Church and COO at Operation Snap Dragon, he successfully built highly effective teams, maximized people and resources for growth and developed new partnerships focused on collaboration and synergy.
Rob lives in Irvine with his wife of 39 years, Jennifer. Rob and Jennifer attend Harbor Point Church. They support JESUS Film Project, Kingdom Story Ministries and Multiplication Network Ministries.
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
We focus on understanding your goals and developing a plan to pursue them. When we first meet, we will discover what your personal and financial goals for the future are. Our advisors will then have a second meeting where we will propose a customized portfolio that fits your specific needs in such a way that keeps the timeframes in mind. As Dove Investment Research & Management is an independent firm, we have no bias towards any specific investments. Together, we will discuss the implementation of our recommendations with the goal of putting you on the path towards achieving your goals. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will adjust your investments or financial plans.
Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice for your particular situation.
*Dove Investment Research & Management and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.
How We Give Back
Dove Investment Research & Management is dedicated to serving others through numerous charitable institutions.
Strong Tower Ministries
Dove Investment Research & Management partners with Strong Tower Ministries to help orphaned and at-risk children outside and within our borders. From mission trips to Mexico to building and maintaining facilities in local communities, Dove Investment Research & Management actively works with Strong Tower Ministries to bring change to the lives of underprivileged children and expose them to God’s unconditional love and grace.
Dove Investment Research & Management also partners with Hope Again, a non-profit, faith-based ministry that serves the poor, homeless and disenfranchised in Hollywood, California. From providing food and hygiene items to running a transitional housing program for the homeless, Hope Again serves as a conduit to give hope and dignity to those trapped in poverty, crime and substance abuse.
Dove Investment Research & Management is proud to support Wounded Warrior Project, a non-profit organization that serves and empowers wounded veterans. From providing free health and wellness services to offering counseling and support for injured veterans, Wounded Warrior Project is a catalyst for bringing hope to the men and women who have selflessly defended our country and freedoms.
Securities offered through LPL Financial Member FINRA/SIPC. Investment advice offered through Dove Investment Research & Management, Inc. a registered investment advisor and separate entity from LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Nevada, Ohio, Oklahoma, South Carolina, Texas, Washington