Meet Grahm Porozni, CDFA™
Grahm Porozni holds a business degree with dual concentrations in Finance and Management Information Systems from California Polytechnic University (Cal Poly) in San Luis Obispo, California. He also holds the Certified Divorce Financial Analyst (CDFA) designation.
Grahm’s favorite thing about his job is helping people realize their vision of their future. As he puts it, he wants to make sure his clients are confident, knowing their finances are in good hands. For him, it’s very rewarding to connect with, help, and educate people.
He focuses on retirement planning, often with PERS* members. There are many moving parts when making the transition into retirement (including deciding when to take social security, evaluating Medicare plans, opting in or out of part-time work, and choosing investments designed to last the rest of their lives). Grahm, along with the rest of the Illuminate team, does a great job educating and navigating clients through it all.
Outside of work, Grahm does his best to stay active by running, biking, and weight training. He also loves golfing and skiing with his family, coaching his kids’ soccer teams, and enjoying all of the wonderful food and drinks the Northwest has to offer.
He met his wife at Wilson High School (now Ida B Wells High School) years ago, and they are still in love today. Together, they have two kids and a much-loved rescue dog named Rosie.
CA Insurance Lic. #OH47208
*Equitable Advisors is not affiliated with, or endorsed by, Public Employees’ Retirement System (PERS).