Cris Wallace, CERTIFIED FINANCIAL PLANNER®

Cris Wallace, CERTIFIED FINANCIAL PLANNER™

Graham Bauer, CFP®, EA

Financial Advisor

Graham Bauer, CFP®, EA is a financial advisor and graduate of Middle Tennessee State University. As one of the youngest people to earn the CERTIFIED FINANCIAL PLANNER® designation at the time, Graham has been immersed in financial planning since shortly after high school. He also holds the Enrolled Agent (EA) credential, adding a key layer of tax planning knowledge to his comprehensive planning approach.

Raised in a self-employed family, Graham developed a strong work ethic and a deep appreciation for the financial challenges and rewards of running a business & serving customers. These early experiences shaped his approach to planning and his commitment to helping others gain clarity and confidence in their financial decisions.

Outside the office, Graham is an active member of his church and community. He’s a dedicated Tennessee Titans fan, a live music enthusiast, and enjoys hunting for vinyl and vintage finds at local sales. He and his wife also love spending time outdoors—whether hiking, camping, or paddleboarding together. Graham Bauer holds the Enrolled Agent designation but is not currently offering tax preparation services.

Neither the firm nor its agents may give tax advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Insurance products are offered through the insurance business WG Financial Group. WG Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products.  The insurance products offered by WG Financial Group are not subject to investment Advisor requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. WG Financial Group has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm. Your Retirement Matters on WVNN & WBHP are paid placements. 1897462-1/24