Thomas R. Graffeo CFP, CIMA, LPL Registered Principal

Wealth Manager
Toll Free: 1-877-436-8346

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 Alliance Bernstein 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 attends Saddleback Church. He supports Strong Tower ministries, an outreach program for disadvantaged children in Orange County and Baja California.