Graham Mull, CFP®, MBA

Graham Mull is a CERTIFIED FINANCIAL PLANNER® with over 18 years of experience in financial services. Prior to joining Foundation Wealth & Tax Advisors, Graham was with Vanguard for over nine years, most recently working with institutional investors and qualified plans. Prior to working at Vanguard, Graham spent almost a decade in banking, working with both individual and business clients.

Graham has deep knowledge, expertise, and experience working with companies and their employees to maximize the value and benefit of their retirement plan and is passionate about partnering with businesses to navigate the complex world of ERISA and retirement plans; working with plan sponsor employers to improve plan investment options, employee communication and education, and streamline plan administration. Consider him your go-to 401(k) expert.

Additionally, as a CERTIFIED FINANCIAL PLANNER®, Graham works with individuals and families to create a customized financial plan to comprehensively address cash flow planning, investment allocations, insurance planning, tax planning, and transfers to their kin, next generation, and charitable interests.

Graham graduated from Arizona State University with a Master’s of Business Administration (MBA) and a Bachelor of Science in Marketing.