Greg Wells, CFP®
Greg 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.
After college, Greg went on to play 3 years of professional golf on the Canadian Tour and throughout North America. Prior to joining EP Wealth, he spent 2 years at Paychex in San Francisco working with small businesses on employee benefits.
Greg earned a B.A. from University of California, Santa Barbara, where he played 4 years of Division I golf and was the team captain for 2 years. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
He currently lives in Palos Verdes with his wife and 3 daughters, enjoying his free time golfing, at the beach, and with his kids and dog Walter.
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