Karl Graf
Modera Wealth Management, LLC
Charlotte,
North Carolina
Contact
How to contact
704-940-4284
Professional Profile
Call Me When
You first begin to consider the sale or transition of your business.
Professions
Accountant
Wealth Manager
Functional Expertise
Estate planning
Fiduciary
Investments
Retirement
Exit/Transition Planning
Business Focus
Business owners preparing to preserve their legacy
Professional Certification
CPA, PFS, CFP
Client Industries
Health/Pharma/Biotech
Manufacturing
Advisor Resource Relationships
BEI
The Value Builder System
FocusCFO
Chapter information
Membership
Charlotte Individual
Member since
Member for 8 months
Why I'm a Member of XPX
I have great respect for business owners and want to help them with their legacy
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