Since 2014, Cepa Daniel Graff has been working in Weatherstone Capital Management 3, 3. Cepa is a high-skilled Director of Financial Planning and Operations with over 17 years of work experience. According to Cepa's resume and work profile, Cepa Daniel Graff has worked at more than six companies with numerous backgrounds and gained different skills. Cepa attended school at the College For Financial Planning from 2010 to 2012. Cepa has professional certification in Cepa - Certified Exit Planning Advisor and Certified Financial Planner (Cfp). Cepa Daniel Graff can be found in Washington, DC – where this expert currently lives. You can search for Cepa Daniel Graff's phone and email. We can also provide you detailed contact information upon request.
Name variants:
Cepa Graff
Last updated Jul 25, 2024
Contact Information
Workplace
Director of Financial Planning and Operations
Denver, CO
Industry
Financial Services, Management Services
Colleagues
Work History
Director of Financial Planning and Operations
11152 Huron St SUITE 105, Denver, CO 80234
As Weatherstone's Director of Financial Planning and Operations, I am responsible for the design, growth and strategic implementation of client financial plans as well as managing our Operat...
Jul 2014 — Apr 2018
Senior Financial Planner
1125 Sanctuary Pkwy SUITE 500, Alpharetta, GA 30009
Nov 2009 — Jun 2014
Mortgage Consultant
1680 Michigan Ave SUITE 700, Miami Beach, FL 33139
Worked with clients to make healthy financial decisions, especially regarding their mortgage, by navigating challenging decisions and financing opportunities.
Jun 2007 — Jan 2010
Mortgage Consultant
Assisted clients with mortgage decision making and financing opportunities.
Jun 2007 — Jun 2008
Mortgage Coordinator
Walked clients through the mortgage process guiding them through the complex process of getting a mortgage loan.
May 2003 — Dec 2007
8444 Westpark Dr SUITE 610, Mclean, VA 22102
Education
2010 — 2012
2003 — 2007
Occupations
Executive
Director
Advisor
Accountant
Certified Public Accountant
Lawyer
Insurance Agent
Finance and Accounting Specialist
Financial Broker
Financial Planner
Operations Manager
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Skills
Endorsements Not Permitted By Compliance
Strategic Financial Planning
Wealth Management
Retirement
Financial Analysis
Financial Planners
Finance
FAQs about Cepa Daniel Graff
What is the profession of Cepa Daniel Graff?
This professional's job is Financial Services
What jobs is Cepa Daniel Graff proficient at at?
Cepa Daniel Graff is proficient at such jobs as Executive and Director.
Where does Cepa Daniel Graff currently live?
Washington, DC is the place where Cepa Daniel Graff lives
Where did Cepa Daniel Graff work?
Cepa Daniel Graff worked at Weatherstone Capital Management, Ronald Blue Trust.
Where has Cepa Daniel Graff studied?
Cepa studied at the College For Financial Planning from 2010 to 2012.
What are the certifications of Cepa Daniel Graff?
This expert received the following certifications: Cepa - Certified Exit Planning Advisor and Certified Financial Planner (Cfp).
What are special skills of Cepa Daniel Graff?
Cepa Daniel Graff has such skills as Endorsements Not Permitted By Compliance, Strategic Financial Planning, Wealth Management, Retirement, Financial Analysis, Financial Planners, and Finance.