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David Graham
Director Advanced Strategies @Financial Independence Group
Denver, CO, US
EMAILS
d••••••••@figmarketing.com
MOBILE NUMBERS
+14•••••••18
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WORK HISTORY
Mar 2023 — Present
Director Advanced Strategies @Financial Independence Group
Happy to be with Financial Independence Group providing Advanced Planning services.
EDUCATION
1987 — 1988
University of Denver - Daniels College of Business
MBA
1988 — 1992
University of Denver - Sturm College of Law
JD, Taxation
1998 — 1999
University of Denver - Sturm College of Law
Master of Laws (LLM), Taxation
SKILLS
Financial AnalysisFinancial AdvisoryWealth ManagementHigh Net Worth IndividualsEmployee BenefitsEstate PlanningLong-Term CareFinancial PlanningWealthStrategic Financial PlanningInsuranceFinancial PlannersTerm Life InsuranceFinancial ServicesRetirement PlanningLife InsuranceSuccession PlanningTaxFixed AnnuitiesUniversal LifeDisability InsuranceBusiness Planning
ABOUT DAVID GRAHAM
With over 25 years of experience in the life insurance and financial services industries,…
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