Chris Graw
Managing Partner and Wealth Advisor at Carson Wealth
- Role
- Partner & Wealth Advisor at Carson Wealth
- Location
- Cedar Rapids, IA, US
- LinkedIn followers
- 500 followers
About Chris Graw
Chris Graw is a Partner & Wealth Advisor at Carson Wealth, a nationwide financial planning firm that specializes in helping individuals, families, and business owners plan wisely for the future. Chris has 17 years of experience in finance and enjoys working with clients to align their personal goals with their investment strategies. One of the things that sets Chris apart is his willingness to work with clients to find the right investment and budget fit. Chris enjoys helping clients understand their investment options and teaching them about smart budgeting strategies. Chris takes his time with every client and is truly motivated by their financial success and long-term happiness. Chris received his degree in finance from the University of Iowa in 2003, and his CLU designation from the American College in 2009. He obtained his ChFC designation in 2010 and his CFP® certification in 2011. All this is to say that he’s a skilled and knowledgeable advisor who will put your best interests first. Chris is married and has four children. He lives in Cedar Rapids. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.
Experience
Partner & Wealth Advisor
Feb 2020 — Present
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM,LLC as to accuracy or completeness.Endorsements, Recommendations, Reviews received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.
Education
The University of Iowa Tippie College of Business
BBA
1998 — 2003
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