Aaron Graham

Investment Advisor.

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. He also earned his Certified Trust Financial Advisor (CTFA) designation in 1999. 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.