Financial Advisor

Graham Wright

1700 N. Broadway
Walnut Creek, CA 94596
(925) 287-2330

Hello!

Graham Wright is a Financial Advisor for First Bank Wealth Management. Since 2009, Graham has provided solid financial investment and guidance to his valued clients. Graham holds Series 7 and 66 Licenses as well as Life, Variable Annuity, and Health Insurance Licenses. Possessing a Bachelor of Science degree in Electrical Engineering from Michigan Technological University, Graham is also a Certified Financial Planner (CFP®) and holds the Retirement Income Certified Professional (RICP®) designation.

How can I help you achieve your goals?

My Specialties
  • Retirement Income Planning
  • College Planning
  • Life Insurance
  • Long Term Care Planning

Graham lives in Northern California with his wife and has two adult children.  When he is not working, he likes to be exercising on one of his road or mountain bikes.

Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.