Greg Gorski, Cfp® Email and Phone Number
Greg Gorski, Cfp® work email
- Valid
- Valid
Greg Gorski, Cfp® personal email
With 15 years of financial planning experience, Greg prides himself as a financial fiduciary who enjoys educating clients on the topics that make financial success easier to obtain. His goal is to help his clients define and understand their goals so they can identify what needs to be done to achieve them. By doing the heavy lifting for clients, they are able to spend less time thinking about money and more time on the things that make them happy. Greg is a Certified Financial Planner™ and the owner of Owl and Ore Wealth Planning.To learn more about Greg and Owl and Ore Wealth Planning, visit https://www.owlandore.com/
Owl And Ore Wealth Planning
View- Website:
- owlandore.com
- Employees:
- 1
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Owner And Certified Financial PlannerOwl And Ore Wealth PlanningPleasant Hill, Ca, Us -
Owner And Certified Financial Planner™Owl And Ore Wealth Planning Dec 2020 - PresentPleasant Hill, California, United StatesOwl & Ore Wealth Planning is a Fee Only Financial Advisory practice specializing in working with parents who receive equity compensation. To learn more about Owl & Ore Wealth Planning, visit https://www.owlandore.com/--Owl and Ore LLC is a Registered Investment Advisor, doing business as Owl and Ore Wealth Planning, offering advisory services in the State of California, Texas and in other jurisdictions where exempt from registration. -
Certified Financial Planner™Blue Sky Financial Group Jun 2016 - Present -
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Financial AdvisorSgc Financial & Insurance Services Feb 2009 - Jan 2011San Mateo, California, United States -
Financial PlannerMetlife Mar 2008 - Feb 2009Oakland, California, United States -
Financial PlannerAmeriprise Financial Services, Llc Jan 2007 - Mar 2008Walnut Creek, California, United States
Greg Gorski, Cfp® Skills
Greg Gorski, Cfp® Education Details
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Master Of Arts - Ma -
Bachelor Of Arts - Ba
Frequently Asked Questions about Greg Gorski, Cfp®
What company does Greg Gorski, Cfp® work for?
Greg Gorski, Cfp® works for Owl And Ore Wealth Planning
What is Greg Gorski, Cfp®'s role at the current company?
Greg Gorski, Cfp®'s current role is Owner and Certified Financial Planner.
What is Greg Gorski, Cfp®'s email address?
Greg Gorski, Cfp®'s email address is fo****@****.com.au
What schools did Greg Gorski, Cfp® attend?
Greg Gorski, Cfp® attended American University, American University.
What are some of Greg Gorski, Cfp®'s interests?
Greg Gorski, Cfp® has interest in Politics, Education, Cycling, Science And Technology, Motor Cycling, Disaster And Humanitarian Relief, Reading History Books, Good Red Wine, Arts And Culture, Health.
What skills is Greg Gorski, Cfp® known for?
Greg Gorski, Cfp® has skills like Signs, Digital Printing, Vehicle Graphics, Wide Format Printing, Advertising, Banners, Customer Service, Graphics, Logo Design, Posters, Business Cards, Brand Development.
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