Davis, CA / Sacramento, CA

Graham McDougal, J.D., MBA

Financial Advisor

Having been an estate and small business planning attorney since 1998, Graham added financial services in 2004 to address the implementation needs of his clients. Focusing on asset management and business/ wealth protection and transfer as well as estate strategies. Graham works with the other members of Trek Financial and a client’s existing professional advisors to create and implement individually focused planning strategies.


Graham graduated from Williams College with a degree in History and concentrations in Political Science and Philosophy. Graham is happily married to Karen, with whom he shares carpooling duties for their four children. In his “free” time he attempts to ignore the effects of time and aging by playing defenseman for Sacramento’s Streets of London Lacrosse Club. Graham does not provide any legal services in his capacity with Trek.

Check the background of the investment professional on FINRA’s BrokerCheck

See this advisor’s status, SEC Advisor Info