Michael Graef Cfp®

Michael Graef Cfp® Email and Phone Number

Founding Partner at Inspire Investing @ Inspire Investing
hollister, california, united states
Michael Graef Cfp®'s Location
Hollister, California, United States, United States
Michael Graef Cfp®'s Contact Details

Michael Graef Cfp® personal email

n/a
About Michael Graef Cfp®

Independent Wealth Advisor. Investing from a Biblical perspective.Advisory Services are offered through Inspire Investing, LLC and Creative Financial Designs, Inc., both Registered Investment Advisers, and Securities are offered through cfd Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 S. Goyer Rd., Kokomo, IN 46902. 765-453-9600. Neither Inspire Investing, LLC nor Christian Wealth Management are associated with either cfd Investments, Inc. or Creative Financial Designs, Inc. Due to various state regulations and registration requirements I am currently allowed to offer securities only to clients residing in CA, OR, WA, MD, OH, VA. WI, FL, TX, AR, CO, ID, IL, IN, KY, MA, MO, MT, NV, NC, OK, PA, SC, TN, UT, WI

Michael Graef Cfp®'s Current Company Details
Inspire Investing

Inspire Investing

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Founding Partner at Inspire Investing
hollister, california, united states
Employees:
16
Michael Graef Cfp® Work Experience Details
  • Inspire Investing
    Founding Partner At Inspire Investments
    Inspire Investing Jun 2015 - Present
    Inspire offers the largest selection of low cost, index based, Certified Biblically Responsible Investments available. With a low cost that is 48% less expensive than the average mutual fund, you can recommend Inspire with confidence knowing you are doing the right thing for your clients as a fiduciary. And with Inspire’s unique Biblically responsible impact focus, you know that you are also doing the right thing as a steward of the assets and influence God has blessed you with. Check us out at… Show more Inspire offers the largest selection of low cost, index based, Certified Biblically Responsible Investments available. With a low cost that is 48% less expensive than the average mutual fund, you can recommend Inspire with confidence knowing you are doing the right thing for your clients as a fiduciary. And with Inspire’s unique Biblically responsible impact focus, you know that you are also doing the right thing as a steward of the assets and influence God has blessed you with. Check us out at InspireInvestments.com Show less
  • Christian Wealth Management
    Vp Of Advisor Development
    Christian Wealth Management Feb 2012 - Present
    San Jose, South Bay
  • Informed Choices
    Board Member
    Informed Choices 2013 - Present
    South Santa Clara County
    We are a local Pro-Life Pregnancy Center with a heart for women (and men) who find themselves looking for answers after an unplanned pregnancy.
  • Fidelity Investments
    Vice President, Senior Account Executive
    Fidelity Investments Sep 2005 - Jan 2012

Michael Graef Cfp® Skills

Retirement Planning Asset Allocation 401k Mutual Funds Investments Wealth Management Retirement Investment Strategies Series 7 Investment Advisory Strategic Financial Planning Financial Advisory Series 63 Uniform Combined State Law 401k Rollovers Finra Wealth Management Services Financial Planning Securities Investment Management Iras Estate Planning

Michael Graef Cfp® Education Details

Frequently Asked Questions about Michael Graef Cfp®

What company does Michael Graef Cfp® work for?

Michael Graef Cfp® works for Inspire Investing

What is Michael Graef Cfp®'s role at the current company?

Michael Graef Cfp®'s current role is Founding Partner at Inspire Investing.

What is Michael Graef Cfp®'s email address?

Michael Graef Cfp®'s email address is mi****@****bal.net

What schools did Michael Graef Cfp® attend?

Michael Graef Cfp® attended College For Financial Planning, California State University-Fullerton.

What skills is Michael Graef Cfp® known for?

Michael Graef Cfp® has skills like Retirement Planning, Asset Allocation, 401k, Mutual Funds, Investments, Wealth Management, Retirement, Investment Strategies, Series 7, Investment Advisory, Strategic Financial Planning, Financial Advisory.

Who are Michael Graef Cfp®'s colleagues?

Michael Graef Cfp®'s colleagues are Jacob K. Chandler, Jeff Sauer, Mason Craig, Peter San, Eric Smyth, Pcm, Cdmp, Christopher Hubbard, Molly Blakeman.

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