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Graves Financial Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Graves Financial Wealth Management is a small financial services firm based in Glendora, California. It focuses on providing personal service across clients' financial lives, with the goal of helping them achieve financial stability and independence. The team adopts a hands-on approach and emphasizes educating clients about their current financial situation to support prudent decisions.

It delivers securities and advisory services through Cetera Advisor Networks LLC, which operates in California as CFGAN Insurance Agency LLC for insurance business, and it provides investment advisory services through CWM, LLC. Cetera Advisor Networks LLC is a separate entity from Graves, and the firm notes its affiliations with FINRA and SIPC as part of its regulatory context. For inquiries or to schedule an appointment, Graves can be reached at 626-335-5885.

Find Graves Financial Wealth Management employees' phone numbers or email addresses

Graves Financial Wealth Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Graves Financial Wealth Management's Leadership

  • Stylized image of a person
    R. P.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Administrative Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. F.
    Marketing Staff
    Phone icon
    Mobile Phone

Graves Financial Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Banking
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Graves Financial Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. P.
    Principal
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    S. C.
    Administrative Specialist
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. F.
    Marketing Staff
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Graves Financial Wealth Management known for?

Minus sign iconPlus sign iconGraves Financial Wealth Management was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 180 North Pennsylvania Avenue Glendora, California 91741 United States; you can contact the main corporate office by phone at
+1-626-335-****
. Explore Graves Financial Wealth Management's company overview page for more information.

What is Graves Financial Wealth Management's most common email format?

Minus sign iconPlus sign iconGraves Financial Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Graves Financial Wealth Management email formats with LeadIQ.

How many employees does Graves Financial Wealth Management have currently?

Minus sign iconPlus sign iconGraves Financial Wealth Management has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Graves Financial Wealth Management's key employees and leadership?

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As of December 2025, Graves Financial Wealth Management's key employees include:

  • Principal: R. P.
  • Administrative Specialist: S. C.
  • Marketing Staff: T. F.

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