Our Story

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.  

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®

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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.

Nancy is a long-time resident of Palos Verdes, where she lives with her husband Bob. They enjoy spending time with their four children and grandchildren, traveling, playing tennis and golf.