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@laurelwa.com
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7 phones found area 858, 442, 760, and 714
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LinkedIn matched
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Michael Graney is listed as Vice President Laurel Wealth Advisors at Laurel Wealth Advisors, Inc., a company with 16 employees, based in Encinitas, California, United States. AeroLeads shows a work email signal at laurelwa.com, phone signal with area code 858, 442, 760, 714, and a matched LinkedIn profile for Michael Graney.
Michael Graney previously worked as portfolio manager at Laurel Wealth Advisors, Inc. and Lecturer at Poway Unified School District. Michael Graney holds Master Of Business Administration (Mba), Accounting And Finance from San Diego State University.
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AeroLeads found 1 current-domain work email signal for Michael Graney. Compare company email patterns before reaching out.
I have been in the financial industry for over 25 years. I entered straight out of college where I attended Cal State Fullerton and graduated with a B.A. in Psychology and a minor in Finance. I started in the rip roaring markets of 1999 as a Financial Advisor with Morgan Stanley in La Jolla. In 2001 I was hired to Smith Barney in La Jolla by Laurel founder Lee Tripodi. I built a strong practice based around great client relationships. I also started lecturing at Mira Costa and several other adult schools on Women's Financial planning. I worked for Smith Barney for almost ten years and watched the firm struggle as Citibank became a huge influence on our business practices. In 2008 with the meltdown of the global financial markets I became disenfranchised with the behemoth financial firms I had been working for. I had a strong background in financial planning and decided to join Ameriprise Financial the recognized market leader in financial planning. In April 2012 Lee Tripodi approached me and showed me his vision for the RIA he had founded, Laurel Wealth Advisors. I was ready for a new chapter in my career something new fresh and dynamic. Somewhere I could give my clients everything they deserved and feel the satisfaction of knowing I had done the best for them. What Laurel was creating was a perfect fit to how I envisioned running my practice. I was also very excited to get to work with one of my mentors in the industry. So I decided on the spot to join Laurel and moved my practice on the 14th of May 2012. I have worked as an RIA with Laurel for the past 12 years. I have very much enjoyed working in an RIA capacity. I feel it puts me on the same page as my clients and we are a team. Laurel was bought by Integrated Wealth Concepts in 2023. Integrated Is a very unique firm that focuses not just on RIA practices but brings in financial planning and partners with CPA's across the country. It has been a great match for my practice. The markets are dynamic, ever changing and full of surprises. It is thrilling and terrifying to try to navigate markets. Being patient and sticking to solid asset allocation will bring peace of mind and great results.
Listed skills include Portfolio Management, Finance, Strategic Financial Planning, Financial Services, and 12 others.
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I don’t just work with my clients I work for my clients. Our relationship is built on a firm foundation of knowledge, trust and transparency. Together we are a team with the same goals, vision, and results orientated approach. I work in a fiduciary capacity with all of my clients and all my clients work with me in set fee based accounts. This means I never.
Encinitas
Teach a class on Financial Planning for Women.
8910 University Center Lane, Suite 200, San Diego, CA 92122
Portfolio Manager
Other employees you can reach at laurelwa.com. View company contacts for 16 employees →
Val Keckin
Colleague at Laurel Wealth Advisors, Inc.
Los Angeles Metropolitan Area, United States
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TT
Todd Troutner
Colleague at Laurel Wealth Advisors, Inc.
Monrovia, California, United States, United States
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JJ
Jennifer Jones
Colleague at Laurel Wealth Advisors, Inc.
Fort Mill, South Carolina, United States, United States
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V"
Valdemar "Val" Keckin
Colleague at Laurel Wealth Advisors, Inc.
United States, United States
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LT
Lee Tripodi
Colleague at Laurel Wealth Advisors, Inc.
San Diego County, California, United States, United States
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Activities and Societies: President of Surf Team and Surf ClubMinored in Finance
Quick answers generated from the profile data available on this page.
Michael Graney works for Laurel Wealth Advisors, Inc..
Michael Graney is listed as Vice President Laurel Wealth Advisors at Laurel Wealth Advisors, Inc..
AeroLeads has found 1 work email signal at @laurelwa.com for Michael Graney at Laurel Wealth Advisors, Inc..
AeroLeads has found 7 phone signal(s) with area code 858, 442, 760, 714 for Michael Graney at Laurel Wealth Advisors, Inc..
Michael Graney is based in Encinitas, California, United States while working with Laurel Wealth Advisors, Inc..
Michael Graney has worked for Laurel Wealth Advisors, Inc., Poway Unified School District, San Dieguito Adult School, Ameriprise Financial Services, Inc., and Smith Barney.
Michael Graney's colleagues at Laurel Wealth Advisors, Inc. include Val Keckin, Todd Troutner, Jennifer Jones, Valdemar "Val" Keckin, and Lee Tripodi.
You can use AeroLeads to view verified contact signals for Michael Graney at Laurel Wealth Advisors, Inc., including work email, phone, and LinkedIn data when available.
Michael Graney holds Master Of Business Administration (Mba), Accounting And Finance from San Diego State University.
Michael Graney is listed with skills including Portfolio Management, Finance, Strategic Financial Planning, Financial Services, Retirement Planning, Financial Advisory, Estate Planning, and Series 7.
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