Graham Hartley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a certification that highlights an advisor’s knowledge and credibility among peers and indicates his or her status as a qualified, trustworthy financial planner.
At Intrua Financial, Graham specializes in retirement planning, estate planning, tax-efficient investing and business succession planning. He provides clients with customized portfolios and educates them on the reasons for the recommendations contained in his plans.
Graham graduated from Southern Methodist University and holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), 24 (General Securities Principal) and 63 (Uniform Securities Agent State Law).
In addition to his CERTIFIED FINANCIAL PLANNER™ certification, Graham is licensed for Group 1 insurance.
Graham calls Houston home and is active on the Episcopal High School Director’s Council and the River Oaks Baptist Alumni Board. He enjoys hunting, fishing, sport shooting and cycling during his time away from the office.