As the founder and Principal of AG Financial, Aaron Graham brings over 25 years of experience in the investing and estate planning fields. In his role, Aaron takes a focused approach to wealth management, guiding clients and families through investing, retirement and everything in between.

Prior to founding AG Financial over a decade ago, Aaron spent 5 years in the financial services sector as an advisor with Prudential Securities before moving on to Paine Webber as a VP of Investments. While he accumulated invaluable expertise during that time, Aaron quickly realized that a more personalized, hands-on approach was the only way to achieve the best results for his clients. With that in mind, Aaron launched AG Financial and has since grown the firm into a successful independent company in Utah.

Aaron received a BS in Finance from the University of Utah where he also played varsity baseball before attending graduate school at Westminster College. As a registered principal with United Planners he holds FINRA Series 7, 9, 24, 63 and 65 licenses. He also holds various state insurance and securities licenses.