Erica Gargol  & Kerina Graham
G&G Wealth

Tel: (480) 719-7469
6929 E Greenway Parkway #180
Scottsdale, AZ 85254

Striving to Guide, Grow and Guard Your Preferred Lifestyle

G&G Wealth | Financial Advisor in Scottsdale ,AZ

About G&G Wealth

G&G Wealth is a diversified and experienced team, founded by
women, who strive to provide tailored, expert advice on all
aspects of wealth management for a select group individuals,
families, and businesses both locally and around the country. Our
mission and passion is to become a trusted partner to our clients
while guiding them through all stages of their financial lives.


General Information

Firm Start Year:   2003
No.of Employees:   2-4
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   Stratos Wealth Partners
States Licensed in:   AZ
Number of Years with Current Firm:   15
I work with the following types of clients:   Individual Investors


Services

Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Options & Futures , Bonds , Stocks , Annuities , Insurance
I can meet clients in the following ways:   Via email , At my office , At your office , At your home , Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Variable Life , Variable Annuity , Life


Firm Information

Advisor's Number of Clients:   200+
Advisor's Number of Managed Clients:   200+


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Hourly , Commissions


Education

MBA - Master of Business Administration - Business  University of Phoenix - Arizona
2004- 2006



Faqs

  • Do you have a customer satisfaction or refund policy? There is no refund policy.
  • What are your qualifications? What is your education background? Both Certified Financial Planners, Erica has B.A in Marketing and Kerina has a B.A in Finance and a Masters Degree in business administration.
  • What is your approach to financial planning? Our commitment to this mission is defined by three core principles: Personalized approach, unique capabilities, and lasting relationships. We take our time in understanding our clients' values, goals, and priorities to develop a picture of where they stand today and in turn providing a direction for the future. As a team, we are able to maintain focus on the client's special circumstances to create a clear and approachable investment plan. Our goal is to provide world-class service and build relationships with our clients by having open communication, active attentiveness, and trust.
  • What services do you offer? Advisory and brokerage investments, 401K rollovers, ROTH, 403b/457, College 529 savings plans, mutual funds, life insurance, and annuities. We also offer comprehensive financial planning for estates, retirement, and budgeting.
  • How many clients do you currently manage? Altogether about 200 clients
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Disclaimer

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

Erica Gargol  & Kerina Graham

Erica Gargol  & Kerina Graham

CERTIFIED FINANCIAL PLANNER™ Certificant, CFS, ChFC®, CRPC®


As CERTIFIED FINANCIAL PLANNER® Professionals, Kerina and Erica understand that people face unique challenges. With over 40 combined years of experience in the financial industry they have various experiences to complement their comprehensive planning approach. Each plan is tailor-made for a person's unique needs and circumstances. Their partnership began from shared values of integrity, excellent communication, hard work, honesty, & the desire to do the right thing for their clients.

Erica has been helping clients achieve their financial goals with LPL since 2003. She started in the industry helping educators with their retirement planning needs. Since then 401k, 403b and IRA retirement planning have become a specialty of hers. Erica assists her clients in maintaining their desired lifestyle throughout the three stages of investing: Accumulation, Conservation, and Distribution. Erica enjoys servicing women investors and follows Dave Ramseys investment philosophy of investing.

Kerinas goal of becoming a financial advisor started while in college. She obtained her B.A. in Finance to start her career in financial services. After several years in the industry and wanting to take that next step in her career, she went back to school to obtain her Masters in Business Administration before obtaining her registrations to become a Financial Advisor. While acting in the capacity of a Financial Advisor she has continued to increase her knowledge of the financial markets. In addition to having the required registrations to invest for clients she has studied and passed the exams to hold her series 9 & 10 with LPL Financial.

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My Services


Portfolio Management

We plan annual financial reviews with all of our advisory clients to ensure that your goals, priorities and portfolio are in alignment.


Tax Planning & Mitigation

We are happy to answer questions about investment tax issues, and general discussion of deductions and income recognition. We can discuss and educate on employee stock options basics,and planning strategies, etc.


Retirement Planning

We will thoughtfully help plan your retirement can explain Employer plans vs. self-directed, Social Security and Medicare health care cost management, and Long-term care insurance. We also calculate yearly RMD's for IRA account holders


My Team


Kerina Graham
Kerina Graham MBA, CFP®, CRPC®
Kerina obtained a B.A. in Finance and a Masters in Business Administration from the University of Phoenix, Arizona, before getting her licenses to become a Financial Advisor. In addition to having the required registrations to invest for her clients she also holds her series 9 & 10 held through LPL Financial, along with additional certifications including the Chartered Retirement Planning Counselor, and the prestigious CFP® designation. Kerina brings more than 20 years of experience in t ...more

Erica Gargol
Erica Gargol CFP®, CFS®, ChFC®
Erica obtained a B.A in Marketing from Arizona State University before getting her licenses to become a Financial Advisor. She has continued to increase her knowledge of the financial markets while acting in the capacity of a Financial Advisor. Erica also holds the prestigious CFP® designation along with the other required registrations that allow her to strategically invest for her clients. In order to use the CFP® certification she has met rigorous professional standards and continuall ...more

Chelsea Stewart
Chelsea Stewart
Chelsea is the Client Relationship Manager at G&G Wealth. She assists with client service requests as well as being a client liaison, playing a large role in the Client Experience. She is instrumental in leading new clients through our process in a professional and diligent matter. Recently, Chelsea has been assisting with marketing strategy, brand management, and social media. Chelsea has her degree in Art, so she is continually making creative contributions to the growing business.

Communities Served

Cave Creek Fountain Hills
Glendale Phoenix
Scottsdale

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 2:00 PM

Compensation Arrangements

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Awards & Recognitions


Erica: Director's Club
(2011-2017)

Outstanding Client Service, from LPL Financial

Social Networks


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