Senior Vice President/Partner
Certified Financial Planner (CFP®)
University of California, Santa Barbara, B.A.
Plan Early-Plan Often-Plan Wisely
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.