A Family Firm with
Family Values
Advanced Planning Solutions was founded in 1999 with the goal of offering a full-service financial planning firm in a comfortable environment. One which acts as a fiduciary by putting the interests of the client above all else and not being restrained by a large company.
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At the heart of the business is a hand-holding approach built on education and security. We continually educate our clients so they are comfortable and confident.
Meet The Team
Nancy Gragg, CWS®, AIF®
Registered Principal*
Ca Insurance Lic. #0565038
Nancy Gragg is CEO and Founder of Advanced Planning Solutions, Inc. and a Registered Principal with Cetera Advisor Networks LLC. Nancy has been involved in the Financial Services industry since 1978 and is a frequent guest speaker and seminar leader on Financial Planning for Women, and Retirement Planning.
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Nancy is a long-time resident of Palos Verdes, where she lives with her husband Bob. They are pickleball fanatics and love to travel during their time off.
John Gragg, CFP®
Registered Representative*
Ca Insurance Lic. # 0I59024
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On the weekends you can find John walking with his wife (Michelle), baby boy (Carter), and 2 dogs (Leo and DJ) along the beach or surfing/hiking around Palos Verdes.
Judy Petrelli
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On the weekends she enjoys watching her son play college basketball, taking her youngest to Disneyland or babysitting Leo.
Leo Gragg
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On the weekend he enjoys belly rubs, playing catch with his ball and going on hikes.