Loran Graham-204_cropped_0

Loran F. Graham CPA, CFP ®

CEO | President

Loran is a licensed CPA and CERTIFIED FINANCIAL PLANNER™ professional and holds the following FINRA securities registrations with LPL Financial: General Securities Principal (Series 24), Registered Representative (Series 7 & 63), Investment Advisor Representative (Series 65).

Loran is an experienced professional in the specialty area of Biblically Responsible Investing (also known as Faith-Driven Investing) and provides investment advice and financial planning services to individuals and families in Spokane, Washington, the greater Pacific Northwest region, California, and other states around the country. Loran is also a licensed life insurance agent in Washington and California. Loran is passionate about serving with excellence and making a positive impact in the lives of others.

In 2022, Loran celebrated 15 years of professional practice as an independent financial advisor focusing on faith-based investing and planning, and was awarded the LPL Chairman's Club award for excellence in customer service.

Before establishing his practice in 2008,  Loran served for five years as First Vice-President of an institutional money management firm in Santa Monica, California, where he gained valuable experience in investment research and management.  Loran’s first introduction to the investment business was in 1999 while working as an auditor for Arthur Andersen, and later Ernst & Young LLP, where he planned and supervised audits of investment management firms and banks in the Los Angeles area.

Loran received his bachelor’s degree from the University of California, Los Angeles majoring in Political Science with a Specialization in Business Administration. Additionally, Loran met the rigorous accounting and business educational requirements to earn the CPA license and CFP® certification.

Loran enjoys being active in his local community, having served on many non-profit boards in Spokane in past years, including the Vanessa Behan Crisis Nursery board of trustees, the Northwest Christian Schools Foundation planned giving committee, Whitworth Community Presbyterian Church board of elders, YMCA of the Inland Northwest corporate board of directors, Innovia Foundation (formerly known as the Inland Northwest Community Foundation) investment committee, Rotary Club 21 disability and invocation committees, and Christ Kitchen mission impact committee.

Personal Interests

Loran lives in Spokane, Washington with his two children and his two cats. In his free time (whenever that is), Loran enjoys reading, the great outdoors, and flying as a licensed Private Pilot.

The Certified Financial Planner Board of Standards, Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNER™ marks in the U.S., which it awards to individuals who successfully complete CFP Boards.