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Our financial advice team


Colin Grahl

Colin Grahl

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
WGG Wealth Partners
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Small Business
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education

Interests

  • When I am not busy helping clients plan for a more confident financial future, I enjoy spending my time with my beautiful wife Karen. Karen and I are both passionately committed to volunteering our time with the Placer County SPCA. We also enjoy spending time with our family, our beloved pets, going to the theater, playing golf, and travel.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 2009 - 2019
  • Ameriprise Diamond Ring Club, 2007 - 2019
  • Ameriprise Circle of Success, 1999 - 2019
  • Ameriprise Hall of Fame, 2013 - 2019
  • Five Star Wealth Manager, 2017-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7, Series 24, Series 63

Education

  • Northwood University, BBA in Accounting/Business Management, 1984

Community participation

  • Placer SPCA past Board President & past Board Member
  • Placer SPCA past Planned Giving Committee Chair
  • Sutter Roseville Medical Foundation - past Board Member Chair
  • Placer Professional Roundtable - Current Member
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive