Graham Bauer, CFP®
Financial Advisor
Graham Bauer is a financial advisor who can offer insurance products and investment advisory services as he has passed his Series 65 investment adviser law exam and obtained his life and health insurance licenses. He has also earned the CERTIFIED FINANCIAL PLANNER™ professional designation.
A Tennessee native, Graham received his bachelor’s degree from Middle Tennessee State University. He comes from a self-employed family and started working at an early age, gaining valuable knowledge and experience about client service. As an advisor, he works with clients to make sure their financial plans are in line with their goals and include strategies designed to protect their families’ futures.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
A Tennessee native, Graham received his bachelor’s degree from Middle Tennessee State University. He comes from a self-employed family and started working at an early age, gaining valuable knowledge and experience about client service. As an advisor, he works with clients to make sure their financial plans are in line with their goals and include strategies designed to protect their families’ futures.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
