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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

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Nancy Gragg, CWS®, AIF®

Registered Principal*

Ca Insurance Lic. #0565038

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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. 

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John Gragg, CFP®

Registered Representative*

Ca Insurance Lic. # 0I59024

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John Gragg is a Certified Financial Planner and has over 10 years of industry experience.  He graduated from San Diego State with a degree in Finance after which he worked for multiple investment firms prior to joining the team.

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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.   

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Judy Petrelli

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