Graham Merk – IA Financial Advisors, August 29th 2022
My devotion to our clients is personal as much as it is professional. I work closely with each client to develop long-term relationships and help all of them grow more than just financially during their retirement.
I have more than 40 years of service to my clients as a trusted financial planning advisor. A graduate of Villanova University, I hold a master’s degree from Rutgers University. I have received my CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College for Financial Planning in Denver, Colorado, and my Chartered Financial Consultant® (ChFC®) designation from the American College in Bryn Mawr, Pennsylvania.
Beyond my work with clients, I have given numerous educational seminars on investments, retirement planning and estate planning to both individual and corporate audiences. I am affiliated with Cetera Advisors LLC, which helps independent financial professional firms like IA Financial Advisors grow and serve clients better.