Why Choose
A CFP
®
What is a CFP
®
Most people think all financial planners are "certified," but this isn't true. Anyone can call himself a "financial planner." Only those who have fulfilled the certification and renewal requirements of CFP® Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP® Board's Standards of Professional Conduct require CFP® professionals to look out for your interests above their own.
Why You Should Choose a
CERTIFIED FINANCIAL PLANNER™ Practitioner
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A planner can play a central role in helping you meet your life goals and achieve financial well-being. Consequently, take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services. Your future depends on the choices you make.
Kerina Graham, CFP®, MBA, BFA, CDFA
As CFP® Professional, Kerina understands that people face unique challenges. With over 29 years of experience in the financial industry she has various experiences to complement her comprehensive planning approach. Each plan is tailor-made for a person’s unique needs and circumstances. The desire to become a financial advisor began from values of integrity, excellent communication, hard work, honesty, and the desire to do the right thing for clients.
Kerina’s goal of becoming a financial advisor started while in college. She obtained her B.A. in Finance to start her career in financial services. After several years in the industry and wanting to take that next step in her career, she went back to school to obtain her Masters in Business Administration before obtaining her registrations to become a Financial Advisor. While acting in the capacity of a Financial Advisor she has continued to increase her knowledge of the financial markets. In addition to having the required registrations to invest for her clients she has also studied and passed the exams to hold her series 9 & 10 with LPL Financial, along with obtaining additional certifications including the Behavioral Financial Advisor (BFA) and the prestigious Certified Financial Planner® (CFP®) designation.
In her spare time, Kerina enjoys first and foremost experiences whether that is via hiking, traveling, volunteering or spending time with family and friends. She is typically up for almost any challenge. Kerina enjoys getting to know what is important to those that she works with, if you would like to know more about her, please see her Fun Facts link.
.jpg)
Brittani Ogden, Client Relationship Associate
Brittani is a driven and self-motivated individual who aspires to become a Financial Planning Professional. Having held positions in quality control/assurance and compliance in the past, she is able to tailor her skills to meet the needs of the various roles and duties of Administrative Assistant. Equipped with the exceptional ability to facilitate all aspects of internal and external communications and support the day-to-day operational functions by working collaboratively with other financial professionals.
Brittani graduated from Arizona State University with a Bachelor of Science in Biochemistry. After graduation, she was offered a job from Optum, a healthcare services provider with business interests encompassing technology, pharmacy care services, and various direct healthcare services. Accepting this position stemmed from a passion of human health and safety. She began in Quality Control and eventually moved on to the role of a Business Analyst for the Infusion Quality Assurance team. After several years with this company, a decision was made to shift careers where she could make an impact on others in a more direct way. “Don’t be afraid to give up the good to go for the great.” This simple yet profound quote summarizes Brittani’s personal and professional pursuits.
The principles gained over the course of her educational and professional experience has been applied to the position of Administrative Assistant and she will continue to boost her education and gain experience with the goal of becoming a Financial Planner.