People
Carla Larochelle CFP, CPCA
Carla has workedas an insurance and mutual fund advisor for the last 25 years. She obtained her Certified Financial Planner designation (CFP) in 1998 adding financial planning to her practice for the last 16 years. Read more »
Rick Graham CFP, CPCA
Rick began his career in 1973 at a time when financial planning was little more than a catch phrase. Over the years Rick has seen his practice grow tremendously. The technology available today allows Rick to provide real help to his clients. Read more »
Staff Members
CGL Financial is staffed by a highly energetic group of employees who are always ready, willing and able to lend assistance to our many clients. Without the synergy and dedicaton of these people we could never do what we do nor provide the high level of service that separates us from our competators. To contact our staff Read more »
