Greg Wells

Torrance, California

Greg Wells

CFP®
Regional Director/Partner
Education &
Certifications

Certified Financial Planner (CFP®)

University of California, Santa Barbara, B.A.

Financial Tip

Plan Early-Plan Often-Plan Wisely

About Greg
Greg grew up in Glendora, California. During his time at University of California, Santa Barbara, Greg played 4 years of Division I golf at UC Santa Barbara, where he was the team captain for 2 years, and went on to play 3 years of professional golf on the Canadian Tour and throughout North America. After working for 2 years at Paychex in San Francisco with small businesses on employee benefits, Greg started at EP Wealth Advisors in 2010. He obtained his CFP in 2012 and works with a wide spectrum of clients locally and nationally, including many professional golfers and other athletes. In 2019, Greg was made a partner at EP Wealth. He currently lives in Palos Verdes with his wife and 2 daughters, enjoying his free time golfing, at the beach, and with his kids and dog Walter.
Wealth Management Team:

Advisor Partner

- Work as advisor team

- Client advisory support

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Brian Parker

Co-founder and Managing Director
CFP®

Advisor Partner

- Work as advisor team

- Client advisory support

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Tom Nguyen

Wealth Advisor
CFP®

Client Relationship Associate

-Help with account maintenance and balances

-Help with wire transfers, and money movemen

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John McCormick

Senior Client Relationship Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Alina Narr

Alina Narr

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
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Kevin Beebe

Portfolio Manager
CFA
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