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Alex Graham CFP®

Wealth Advisor
Since 2017, Alex has been gaining experience working with families from across the country, building and implementing comprehensive financial plans. He is passionate about investment planning and helping every client identify and work towards their personal and financial goals. Alex graduated Magna Cum Laude from Utah Valley University’s Woodbury School of Business in 2019 with a degree in Personal Financial Planning. He earned his CFP® (Certified Financial Planner) designation in 2020. Alex loves to ski, mountain bike, play golf, and exploring the beautiful mountains of Utah with his wife, Sarah. Alex also loves soccer and basketball and enjoys reading a good sci-fi book in his down time.