Do you have a course for you and your family?

Below are a few of the questions I ask you when we start the journey to planning your future. I listen, you and your family talk. I will offer ideas and resources to help you build the future you want. Together, we will develop your financial plan, put it into action, and adjust course over the years.

Question:

What challenges lie before you?

Question:

Where do you need help setting the course?

Question:

What would you like the future to become? Where do you stand, right now?

Education

I received my BA in Business Administration from California State University in Fullerton, California and my Masters in Business Administration from Portland State University. I hold the Chartered Financial Analyst® designation. I am a CERTIFIED FINANCIAL PLANNER™ professional. I am a regular member of the CFA Institute and the CFA Society Portland.

The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. As a CFA charterholder, I am committed to the highest ethical standards.

(CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.)

(Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.)

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503-747-8708

Experience

My career extends over thirty years in the financial services business, beginning in 1980. In my early years, I worked in the corporate finance area for three Oregon savings and loan associations. I prepared the forecasts, developed the budgets, managed investments and researched major investment projects.

I held several key financial positions for a boutique investment manager in the 1990’s through 2005. I evaluated large banks and insurance companies, who provided investments for the pension and retirement plans we managed. I decided to follow my passion in 2006 to help individuals and families set the course to meet their financial life goals. Initially, I served as a financial advisor for a few financial advisor firms. In the last ten years, I served clients in the Trust Division of US Bank. I counseled individuals and families about their financial needs and often developed plans, with regular “check-ups” to help them reach their goals.

Personal:
Patrice and I have been married for 46 years. We have five children and eight grandchildren, who are a joy. In our spare time, we love to travel and run (mostly half-marathons and marathons). We also love music and are long-time supporters of the Portland Youth Philharmonic (PYP). I have served on the PYP Board for many years.

Peter De Graff

CFA®, CFP®

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4800 Meadows Road, Suite 300, Lake Oswego 97035

PHONE NUMBERS

503-747-8708

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Investment advisory services are offered through Solid Rock Wealth Management, LLC (“SRWM”), an investment advisor registered with the Oregon Department of Financial Regulation. SRWM only offers investment advisory services where it is appropriately registered or exempt from registration and after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s Form ADV Part 2A brochure document.  A copy of our Form ADV Part 2A firm brochure may be obtained free of charge by contacting us at peter@solidrockwm.com or by searching for our firm by its name or CRD Number (305780) at www.adviserinfo.sec.gov.

Past performance is not indicative of future results. Investing in securities involves risk of loss that clients should be prepared to bear. You assume all market risk involved in the investment of your account assets. Investments are subject to various market, currency, economic, political, and business risks. We do not provide tax or legal advice of any kind and none of our investment recommendations or advice should be construed as tax or legal advice.

This website is for informational purposes only and does not constitute a complete description of our investment advisory services or any past performance. This website is neither a solicitation nor an offer to sell securities or investment advisory services except where we are appropriately registered or exempt from such registration. Information throughout this site, whether in the form of stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

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