Colin Grahl, CFP®, APMA™

Colin is a Personal Office® Advisor with NorthRock Partners, bringing over four decades of experience helping clients navigate the complexities of wealth management and planning. He partners with business owners, executives, and high-net-worth families to develop personalized strategies that align financial decisions with life goals and values.

Colin is known for his holistic approach to financial advice, working with clients on retirement income strategies, tax planning, estate planning solutions, executive compensation and benefits, investments, and insurance. A central focus of his career has also been charitable giving and legacy planning, reflecting his commitment to helping clients make an impact both within their families and in the broader community.

Colin holds a Bachelor of Business Administration in Accounting and Business Management from Northwood University. He is a Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), and Chartered Advisor in Philanthropy (CAP®), and maintains FINRA Series 7, 24, and 63 licenses. Colin has been recognized as one of Barron’s Top 100 Independent Financial Advisors, Barron’s Top 1,200 Financial Advisors, and received the Five Star Wealth Manager award from 2017 to 2025. In 2022, he received an honorable mention for the Invest in Others Lifetime Achievement Award, recognizing his longstanding commitment to making a difference.

Colin believes that great advice is rooted in understanding each client's unique story and building strategies that support their vision for today and for future generations.

Professional Designations and Associations

  • Bachelor of Business Administration in Accounting/Business Management | Northwood University
  • Certified Financial Planner (CFP®)
  • Accredited Portfolio Management Advisor (AMPA™)
  • Chartered Advisor in Philanthropy (CAP®)
  • FINRA Series 7, Series 24, Series 63
  • Barron's Top 1,200 Financial Advisors, 2025
  • Barron's Top 100 Independent Financial Advisors, 2024
  • Five Star Wealth Manager, 2017-2025
  • Invest in Others Lifetime Achievement Honorable Mention, 2022

Professional and Community Involvement

  • Member of the Financial Planning Association
  • Member of the National Association of Charitable Gift Planners
  • Member of the Planned Giving Forum of Greater Sacramento
  • Past Board President at Placer SPCA
  • Board Secretary at Placer SPCA
  • Committee Member of Planned Giving at Placer SPCA
  • Committee Member of Planned Giving at Sutter Roseville Medical Center Foundation

Personal Life

When not advising clients, Colin enjoys spending time with his wife Karen, friends and family, and their beloved cats. He loves to travel with frequent visits to Napa wine country and rooting on the Detroit Lions during football season. Colin is also passionately committed to devoting his time and resources to the Placer SPCA serving as past president and most notably helping to raise millions of dollars for their state-of-the-art Adoption and Education Center.