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Judy Petrelli

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*

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. 

John Gragg,

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.   

Judy Petrelli

Judy Petrelli

Judy is our Director of First Impressions and runs our day to day operations.  She greets everyone with her wonderful personality, keeps the office extremely organized, and prioritizes client privacy. 

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On the weekends she enjoys watching her son play college basketball, taking her youngest to Disneyland or babysitting Leo. 

 

 

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC,a broker/dealer and a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License# 0I59024.

 

Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.  All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. A diversified portfolio does not assure a profit or protect against loss in a declining market.

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This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Policy | Order Routing Disclosure

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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FINRA's BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck.

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225 Avenue I, Suite 201

Redondo Beach, CA 90277

Contact: (310) 792-2424

Email: John@APSadvisor.com

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Nancy Gragg, CWS® AIF®
John Gragg, CFP®

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