Advanced Planning Solutions, Inc.
Pictured L to R above:
Judy Petrelli, Director of Operations & Nancy Gragg, Founder/CEO
Nancy Gragg is CEO and founder of Advanced Planning Solutions, Inc., which assists clients with services such as wealth management, retirement planning, annuities, life insurance and college savings. Nancy is a long-time resident of Palos Verdes, where she lives with her husband, Bob. They enjoy spending time with their children and grandchildren, traveling, and playing golf.
“We want to make your financial journey a fun and relaxing process that will help you through all the stages of your life.”
What would you like our readers to know about you and your business?
“We are a boutique, holistic financial planning firm that helps women and couples develop a clear and comfortable process to navigate the different stages of their financial life. Our goal is to give everyone a sense of empowerment in regard to their personal financial journey. We want to make it enjoyable!”
What sets your business apart?
“We love our clients and help them clarify their goals for the future. We then help them implement each step along the way and monitor the progress. We want to make your financial journey a fun and relaxing process that will help you through all the stages of your life. Our desire is to inspire you to use your money to live your dreams, or to help create a ‘work-optional’ lifestyle. We want to teach you the simple secrets of money.”
What is the secret to your success?
“Our hand-holding and hands-on approach to each client helps create a relationship and partnership in your financial success. As a team we help set your goals and objectives for your future, monitor each step and make sure they are accomplished. If a work-optional lifestyle is your goal, we would like to help you get there.”
What or who inspired you to choose your profession?
“The life story of each set of my grandparents and how each of their financial decisions affected their lives. One of my grandparents was quite well-to-do after building a successful business from the ground up. My other grandparents struggled and were poor most of their lives. They both ended their lives in a reverse financial situation. The business owners invested heavily in a once-prosperous business that was failing due to changing times and lost all of their money. They ended their lives with only social security as income, while the other grandparents saved and invested every penny they earned and ended their lives quite prosperous.
These two very different stories had a profound effect on me. I wanted to have a business where I might help people like my grandparents with their financial decisions.
Which personality traits do you possess that you credit with your success?
“I can honestly say that I love each and every one of my clients. I feel it is an honor to partner with them to create a plan that is custom-tailored to their goals and objectives in life. I take the time to get to know my clients and create a relationship with them, which makes us both feel comfortable for many years to come.
I’m a people-person. I love meeting new people and learning about their lives and their backgrounds. I can almost always find common ground with strangers, and I like making people feel comfortable.”
What motivates you?
“Guiding successful motivated women, men and couples to create their own pathway to a comfortable lifestyle. Investing, saving for their future, purchasing a home, beginning a college savings account for their children, retirement income goals and estate planning are all stepping stones we walk down to get to our retirement. My mission is to partner with you to help you accomplish these in the correct order.”
Tell us a little about Judy.
“As director of operations, Judy Petrelli oversees the day-to-day activities of the company as well as compliance administration, maintaining excellent communication skills and a high level of confidentiality. She has worked with me for four years and has more than 14 years of professional experience and is a veteran of the United States Air Force. Judy lives in South Redondo Beach with her husband. They have a son in elementary school and a son in college.”
In what ways do you give back?
“I am part of the Torrance Memorial Hospital Professional Advisory Council—a volunteer group of estate planning attorneys, accountants, financial planners and eldercare professionals dedicated to supporting Torrance Memorial and educating the community of the benefits of charitable tax and estate planning. I am also a member, past president and treasurer of the South Bay Auxiliary of Harbor Interfaith Services.”
Disclaimer: Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. CA Insurance Lic #0565038. Cetera is under separate ownership from any other named entity.