Gregory J Karis Cfp® Email & Phone Number

Los Angeles, CA, US

Los Angeles Metropolitan Area

Working with a wide range of industries and small business owners, we look to boil down complex systems by looking backwards and then forwards. In doing so, we are able to implement best business practices to provide you with clear direction. Our team works directly with your existing advisors and provides ongoing support as a part of your team.Your.

Greater Los Angeles Area

Much of what I do centers around relationships, because any financial strategy must be informed through an understanding between a client and his/her advisor. Connecting and uncovering what is important to you by discussing challenges you have faced in the past, successes you wish to have in the future and to dig deep on your goals and objectives. At.

Los Angeles Metropolitan Area

We empower business owners to make sound fiduciary decisions that produce better outcomes for employees.

Greater Los Angeles Area

MFE Insurance Brokerage is an Independent Insurance Agency from Los Angeles. Our roots began in entertainment insurance and now we’ve grown to a team providing all lines of coverage. We quote and place insurance through all the top carriers guaranteeing you are getting the most competitive price available.

Century City, CA

• I provide an analysis of your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them.MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives.

Greater Los Angeles Area

The Aligne Wealth practice stewards professional advisors and client families’ understanding of wealth preservation and its impact and challenges on future generations, and the communities around them. This vision has led Aligne Wealth to build the premier independent, non-captive corporate trustee advisory and retirement services practice offering.

Santa Barbara, California Area

- Actively managed the accounts receivables for 5-9 sales teams. - Collected invoices for accounts totaling up to 10 million in revenue.- Administered weekly meetings with teams to problem solve accounts and forecast future credit needs. - Reviewed & allocated credit according to: Dun & Bradstreet, financials, account history, and typical vendor payment.

Camarillo, CA

- Created business plan, laid out operation/work-flow, assisted in crafting the corporation, organized marketing materials and advertisements, built out branding and product roll out, and made daily calls to expand the products reach across the country.- Formulated contracts with the patent holder and Swimman Inc. to formulate R&D.- Overcame differing.

Bs, Business Entrepreneurship - Minor: Economics

Focus: Finance, Economics, Entrepreneurship, Business

Personal Financial Planning Certificate (Pfp), Financial Planning And Services

Bs, International Business