Tom Graffeo Cfp Cima Email & Phone Number | Having worked in the wealth management industry for over 30 years, I understand that helping clients work towards realizing their financial dreams doesn’t begin with money management. It starts with cultivating relationships and aligning client values with their unique, purpose-driven financial goals. Prioritizing building relationships and developing plans that reflect my clients’ values has always been a guiding principle in my practice and continues to fuel my passion for wealth management and service to others. When I founded Dove Investment Research & Management in 2016, our company’s motto fell into place naturally. (Your Values+Your Money)(Our Solutions) As implied in the equation, we believe that the foundation of our work is rooted in your personal values together with your finances. It is only after building this foundation that we take your values and money to the power of our solutions to help realize your purpose-driven financial goals and dreams. Our unwavering dedication to you is what truly drives Dove Investment Research & Management. Please feel free to contact me via phone or e-mail for a free consultation. I would be honored to start a relationship with you as more than an advisor, but also a friend. Phone: (949) 276-5800 E-mail: tom@doveinvestments.com Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment Advice offered through Dove Investment Research and Management, a registered investment advisor. Dove Investment Research and Management and Dove Investments are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Tom Graffeo Cfp Cima

Having worked in the wealth management industry for over 30 years, I understand that helping clients...
Irvine, California, United States

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Tom Graffeo Cfp Cima’s Email thomas.graffeo@lpl.com

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Tom Graffeo Cfp Cima’s Location Irvine, California, United States

Tom Graffeo Cfp Cima’s Current Industry Dove Investment Research And Management

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Work Experience

Dove Investment Research And Management

Founder, Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA)

2016-05-01 00:00:00 - Present

Applied Financial Planning

Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA)

2008-11-01 00:00:00 - 2016-04-01 00:00:00

Ing Investment Management

Regional Vice President

2007-12-01 00:00:00 - 2008-10-01 00:00:00

Alliancebernstein Investments

Vice President, Regional Manager

2001-12-01 00:00:00 - 2007-12-01 00:00:00

Massmutual Financial

Regional Director

1999-05-01 00:00:00 - 2001-12-01 00:00:00

Morgan Stanley Dean Witter

Vice President, ICS Regional Consultant

1998-08-01 00:00:00 - 1999-03-01 00:00:00

Touchstone Investment Management

Regional Vice President

1997-07-01 00:00:00 - 1998-08-01 00:00:00

Transamerica Financial Resources

Senior Marketing Director

1996-08-01 00:00:00 - 1997-07-01 00:00:00

Ba Investment Services Bankamerica

Investment Specialist

1991-01-01 00:00:00 - 1996-08-01 00:00:00

Griffin Financial Services Home Savings Of America

Financial Services Representative

1989-08-01 00:00:00 - 1991-01-01 00:00:00

Shearson Lehman Brothers

Financial Consultant

1985-09-01 00:00:00 - 1989-08-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Tom Graffeo Cfp Cima

Tom Graffeo Cfp Cima is located at
Irvine, California, United States

Tom Graffeo Cfp Cima is a Having worked in the wealth management industry for over 30 years, I understand that helping clients work towards realizing their financial dreams doesn’t begin with money management. It starts with cultivating relationships and aligning client values with their unique, purpose-driven financial goals. Prioritizing building relationships and developing plans that reflect my clients’ values has always been a guiding principle in my practice and continues to fuel my passion for wealth management and service to others. When I founded Dove Investment Research & Management in 2016, our company’s motto fell into place naturally. (Your Values+Your Money)(Our Solutions) As implied in the equation, we believe that the foundation of our work is rooted in your personal values together with your finances. It is only after building this foundation that we take your values and money to the power of our solutions to help realize your purpose-driven financial goals and dreams. Our unwavering dedication to you is what truly drives Dove Investment Research & Management. Please feel free to contact me via phone or e-mail for a free consultation. I would be honored to start a relationship with you as more than an advisor, but also a friend. Phone: (949) 276-5800 E-mail: tom@doveinvestments.com Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment Advice offered through Dove Investment Research and Management, a registered investment advisor. Dove Investment Research and Management and Dove Investments are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Tom Graffeo Cfp Cima currently works in the Dove Investment Research And Management |

No Languages Available

Tom Graffeo Cfp Cima has prior
experience in the following industries:
Applied Financial Planning | Ing Investment Management | Alliancebernstein Investments | Massmutual Financial | Morgan Stanley Dean Witter | Touchstone Investment Management | Transamerica Financial Resources | Ba Investment Services Bankamerica | Griffin Financial Services Home Savings Of America | Shearson Lehman Brothers

Tom Graffeo Cfp Cima has the following professional experience:
Dove Investment Research And Management | Applied Financial Planning | Ing Investment Management | Alliancebernstein Investments | Massmutual Financial | Morgan Stanley Dean Witter | Touchstone Investment Management | Transamerica Financial Resources | Ba Investment Services Bankamerica | Griffin Financial Services Home Savings Of America | Shearson Lehman Brothers

You can view Tom Graffeo Cfp Cima’s LinkedIn profile at LinkedIn URL

Tom Graffeo Cfp Cima’s work email
addresses are
thomas.graffeo@lpl.com

Dove Investment Research And Management |