Gerald Graves

Managing Partner | Orange County, CA

Education & Certifications

  • B.S., University of Oregon

160What is your professional background?
I have a long and seasoned career in financial services up and down the west coast. I have been a senior executive at Charles Schwab, President of several Registered Investment Advisors and most recently the West Coast Leader for Boston Private Wealth.

What guides your financial principles?
Know yourself. Have goals. Build a team of trusted advisors to help you best achieve your goals.

With regards to finances, what do you feel like is good advice to live by?
Risk and return are related.

What brings you the most satisfaction professionally?
Helping clients meet their goals.

What is the best advice you’ve ever received?
Time is the magic dust in investing. Start now.

What is your favorite movie / book / album / TV show and why?
The Lean Startup – The book provides a template for how to test new ideas and concepts.

When and where are you happiest?
I am happiest around water – lakes, rivers, and beaches.

Contact Gerald