Greg Wells, CFP®

Regional Director, Partner

Torrance, California

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Greg Wells serves clients nationwide, including many professional golfers and other athletes. He also advises families and professionals across industries, focusing his planning on investments, retirement, taxes and cash-flow needs.
Greg became a partner at EP Wealth in 2019. After college, he played three years of professional golf on the Canadian Tour and across North America. Before joining EP, he worked at Paychex, supporting small businesses with employee benefits. Greg earned a B.A. from UC Santa Barbara, where he captained the Division I golf team for two years. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Greg brings a goal-oriented, disciplined approach shaped by competitive athletics. He favors straightforward advice and tax-aware portfolios. He believes consistent process and accountability help clients stay on track.
Greg lives in Palos Verdes with his wife, three daughters and their dog, Walter. He enjoys golf, time at the beach and family adventures.