Broker Check
Nancy Gragg CWS

Nancy Gragg CWS

CEO & Founder

Part 2B of Form ADV

Nancy Gragg is CEO and Founder of Advanced Planning Solutions, Inc. and a Registered Principal with Cetera Advisor Networks LLC. She holds securities registrations 6, 7, 63, 66 and 24 along with 4 life insurance licenses.

Ms. Gragg has been involved in the Financial Services industry since 1978. She is a frequent guest speaker and seminar leader on Financial Planning for Women, and Retirement Planning.

She is also the President of The Auxiliary, a non-profit, for Harbor Interfaith Services.  The mission of Harbor Interfaith Services is to empower the homeless and working poor to achieve self-sufficiency by providing support services including shelter, transitional housing, food, job placement, advocacy, childcare, education and life-skills training. 

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.