Graham Stuart Guess CDFA®


Pacific Wealth Strategies Group

4213 State Street #206
Santa Barbara CA 93110
Get directions
805-966-7775

Graham Guess has been an independent advisor since 1999, partnering with financial planning firms that serve high net worth business owners and health professionals. Currently he is an Independent Investment Advisor Representative with Pacific Wealth Strategies Group, Inc. and an Independent Registered Representative with First Allied Securities, Inc. In addition to his background in comprehensive wealth strategies, he specializes in customized retirement plan solutions for small businesses and corporations.


He graduated from Claremont McKenna College in 1994 with a combination degree in Economics/Politics/Environmental Science.


He earned the designation of Certified Wealth Strategist (CWS) from Cannon Financial Institute in 2007. He is also Dave Ramsey's Endorsed Local Provider for the Santa Barbara area.


Graham received his Certified Divorce Financial Analyst (CDFA) designation in 2011.