Financial Advisor

Graham Wright

1700 N. Broadway
Walnut Creek, CA 94596
(925) 287-2330

Hello!

Graham Wright is a Financial Advisor for First Bank Wealth Management. Since 2009, Graham has provided solid financial investment and guidance to his valued clients. Graham holds Series 7 and 66 Licenses as well as Life, Variable Annuity, and Health Insurance Licenses. Possessing a Bachelor of Science degree in Electrical Engineering from Michigan Technological University, Graham is also a Certified Financial Planner (CFP®) and holds the Retirement Income Certified Professional (RICP®) designation.

How can I help you achieve your goals?

My Specialties
  • Retirement Income Planning
  • College Planning
  • Life Insurance
  • Long Term Care Planning

Graham lives in Northern California with his wife and has two adult children.  When he is not working, he likes to be exercising on one of his road or mountain bikes.

Disclosure

Investment and insurance products are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. First Bank Wealth Management is a trade name of First Bank. Infinex and First Bank are not affiliated. Infinex does insurance business in California as Infinex Insurance Agency, CA Agency License #0H30186. Products and investment advisory services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Infinex does not offer tax advice. Consult your tax advisor for more details.