Skip to main content

Our financial advice team


Robert Graham, Financial Advisor serving the San Mateo, CA area - Ameriprise Advisors

Robert Graham

Financial Advisor

Papadoyannis & Associates
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies

Education

  • Sonoma State University; B.S. Accounting

Previous experience

  • Morgan Stanley, 2002-2011
  • Merrill Lynch, 2011-2018

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Boys & Girls Club Oakland/Alameda

Interests

  • Friends & Family
  • My Rescue Dogs
  • Snowboarding
  • Hiking
  • Muay Thai