Andrea J. Graham, CRPC® has been providing comprehensive financial advice to individuals and business owners since 2001. As a Chartered Retirement Planning CounselorSM, she is uniquely qualified to address our client’s pre and post retirement needs. In addition to retirement planning, her financial experience includes:
- Investment Management
- Cash Flow Analysis
- Protection Strategies
- College Funding
- Legacy Planning
Andrea obtained her B.A. in Business Administration from the University of Texas at Austin with a concentration in Finance and a minor in Management. She did a semester abroad at the University of Bath, School of Management in England and took the opportunity to travel through many countries in Europe. Andrea began her career with Ameriprise Financial (formerly American Express Financial Advisors) in Houston in 2001. Her enthusiasm for helping clients led her to manage a team of advisors as well as her own practice and serve as Insurance Specialist for South Texas. She moved to California in 2007 with her husband Kris and continued her career as an advisor with Ameriprise. After a brief sabbatical in 2009 to travel through Central America, she joined Applied Financial Planning in 2010 because of its mission, its values, and its independence. She greatly values the synergy achieved by being part of such a talented ensemble.
Andrea resides in San Clemente, CA along with her husband Kris and daughters Grace and Jolee. She enjoys reading and spending time outdoors with her family in the garden and at the beach. After growing up in Texas, both Andrea and Kris thoroughly enjoy Orange County’s beautiful weather and lack of mosquitos!