Alex Graham, Financial Planning Associate


Outside of Work, You'll Find Me:
Skiing (I was a coach for the Sundance Race Ski Team for 4 years), mountain biking, golfing, backpacking/exploring the Cascade Mountains and volcanos of the Pacific Northwest with my wife and rock climbing. I love soccer and basketball, especially watching the NBA or English Premier League (favorite teams - Utah Jazz & Trailblazers), and I love reading a good sci-fi book.

Favorite Quote:
In the end, it’s not the years in your life that count; it’s the life in your years. — Abraham Lincoln

Education and Certifications:
Bachelor Degree in Personal Financial Planning, magna cum laude – Utah Valley University

CFP® - Certified Financial Planning Professional

In the Community:
I served two years as a missionary in Mexico City, Mexico for The Church of Jesus Christ of Latter Day Saints. I currently volunteer at Store To Door, an organization that supports seniors and adults with disabilities by providing grocery shopping and delivery service in Portland, OR.

In the Media:
I earned the 2018 TDAmeritrade NextGenRIA Scholarship. This is a national scholarship awarded to the top twelve most outstanding Personal Financial Planning students across the nation. Part of the award included a trip to New York City, where I participated in ringing the NASDAQ closing bell.

Social Media Links:

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