Steven H. DeGraff, CExP
Wealth Management Advisor Certified Exit Planner
Steve DeGraff has been working with families and business owners for twenty years. He comes from a family business background, having worked with his father, jointly running a successful boatyard in upstate New York. Twenty years ago, when Steve's parents went to sell their business and retire, there was no one person who understood the entire process.
As a Financial Planner and Certified Exit Planner, Steve now serves as that person. From personal planning, business planning, or divorce planning, Steve understands the many decisions that must be made, and how to guide clients through each step.
Steve has served clients in CT, RI & NY since 2003. In 2019 he established an office in Groton CT, that has most recently been branded as DeGraff Financial! Now with offices in Groton and New Haven he can better serve the needs of clients throughout Connecticut, Rhode Island and beyond.
Steve received a degree in Economics from Cornell University. He is a contributor to, and past board member for Women & Family Life Center in Guilford CT. He has also taught financial education at Gateway Community College in New Haven. His community service has also included participation with Rotary International and Leukemia Cup Regatta sponsorship. Steve is an avid sailor and resides in Niantic, CT with his wife and two sons where he enjoys sailing and shoreline life. He holds a CExP certification, series 7, 6, 65 & 63 securities registrations, as well as his Life & Health License.
Certified Business Exit Planner
Wealth Management Advisor
