Colin Grahl has 27 years of experience as a financial professional and is a founding partner of his wealth management firm. He received his BBA in Accounting/Business Management from Northwood University in 1984. Colin began his career as a CPA in Flint Michigan. After relocating to Sacramento in 1987, Colin established himself in the financial planning profession. Colin spent 10 years in various leadership positions with a Fortune 500 financial services company, leading advisor growth and business development in the Sacramento Region. He is a Certified Financial Planner® and a member of the Financial Planning Association. Colin is active in the community and has served on various non-profit board in Placer County, CA. Colin has a passion for helping business owners succeed in their businesses and maximize their Total Enterprise Value, while transitioning that success to security and significance.
