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 business has goals, often these goals directly align with your personal goals. As financial planners first, we understand the complexities that exist across the business and personal balance sheets.

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 Inflection, the playing field is leveled-- meaning we value the process of learning. Learning from you and in turn teaching you how to take charge and build a road-map of success that can sustain for years to come. If we can identify your goals, we can then start building a strategy around the proper foundation. A foundation is built looking at the following aspects of your financial life:Cash Flow/Budget AnalysisDebt management & use of Debt Current investments and savings Insurance Tax planning - working with current CPA’sCareer planning Business development Inflection Advisors approach to investing is systematic and utilizes the modern portfolio theory to design portfolios around specific risk tolerance. We manage across different asset classes to formulate passive investment portfolios. This ensures that we can consistently replicate historical investment performance. Shifting resources away from trying to beat the market, we can add value outside of that single investment account and focus our attention on other planning services.

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 products and services through the following Office of the Controller of the Currency (OCC) regulated institutions: Barclays Capital, BNY Mellon Wealth Management, MassMutual Trust Company, Wilmington Trust - Our primary work with client families is centered on the core elements of Family Wealth Stewardship: Copy, Capital, and Consequences, and deftly navigates their interrelation.

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 processes. - Processed incoming wire transfers and daily checks and posted daily/monthly bank statements.Notable Achievements: Lowest past due accounts week over week among the team, Attained a high level of communication between sales and customers, Received multiple accolades from sales teams each month.

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 opinions in a high stress, fast paced environment with co-creator and scientist behind the waterproofing technology.

Bs, Business Entrepreneurship - Minor: Economics

Focus: Finance, Economics, Entrepreneurship, Business

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

Bs, International Business