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At Graf Financial LLC, we are dedicated to ensuring that you fully understand your investments and are able to take advantage of the resources available to you. Click to learn more about our qualifications, the market research that we use, and the financial theories that our strategies are based on.

Certification Learning

Helen E. Graf is a Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA™), and is a member of the Chartered Financial Analyst (CFA) Institute. Click on each logo to visit the websites of these organizations.

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Certification Learning
Financial Publications

These publications are the among the most reputable financial news sources in the world. Click on each logo to explore these sites and stay up to date on global news.

Financial Publications
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Market Research

These websites provide live updates on all investments and publish financial and business news from around the world. Click on each logo to research your investments and the aggregate market.

Market Research
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The readings listed below come from world-renowned authors and, in the case of Berkshire Hathaway Shareholder Letters, the most famous American investor of all time. Each expands upon the values and theories that our methods of portfolio construction are based on. These are the bedrock of our strategy. Click on the cover of each to be redirected to a site where the title can be published.

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  • The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness, Morgan Housel

  • Investing: The Last Liberal Art, Robert G. Hagstrom

  • Richer, Wiser, Happier, William Green 

  • Nudge, Richard H. Thaler and Cass R. Sunstein

  • Berkshire Hathaway Annual Report Letters to Stockholders

  • The Intelligent Investor, Ben Graham

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United States Securities and

Exchange Commission

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Financial Industry Regulatory Authority (FINRA)

Louisiana State Office of Financial Institutions

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These organizations are regulatory authorities that set the standards we uphold. Click on each logo to research the reporting requirements enforced by each entity and the specific methods we must employ to provide this information.

Additional Resources

These are links to several miscellaneous sites that house additional information relevant to investing and regulation. Click on each logo to explore financial concepts and read about various points of interest.

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PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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