Gregory Wendt, Cfp work email
- Valid
- Valid
- Valid
Gregory Wendt, Cfp personal email
Gregory Wendt, Cfp phone numbers
I’m a financial, economic and business advisor for creating regenerative futures.When I discovered the paradigm of sustainable development in college, I saw it as a viable alternative to our current capital markets mindset as taught in university economic departments. Ever since I have enjoyed expressing my gifts across a range of themes:* personal development psychology* sustainable wealth management* regenerative economic development* green economy* business innovationThis has made me a student of the history of the philosophy of finance weaving and applying best practices for a regenerative economy, weaving ideas into collective action for an economy of mutual blessings.I serve a range of clients who are investors, leaders and projects born of care for each other and earth. Among the roles that I play for my clients, I am a holistic wealth advisor through Perigon Wealth Management, LLC which is a registered investment advisor.Since my college days my roles and relationships have expanded with a growing circle of friends and clients in service to their vision for a better world. My intensely curious mind led me to study various schools of thought from economics to computer science, biology to meditation and wisdom traditions, and a deep curiosity about existential philosophies of the nature of consciousness. I built my expertise while working with several large and small investment banks, financial institutions and think tanks. I am beyond grateful to the women and men who are my mentors, whose insights and gifts inspire me every day.Today I and my circle of friends weave across the world to serve and evolve humanity through a range of circles, groups, think tanks, investment networks, families, social enterprises, indigenous, regenerative agriculture, social innovation, feminine leadership , etc. I am most intrigued by people and projects to evolve finance and economic systems to create shared prosperity and thriving for all people and all life. I am service people who recognize the context of life on this planet who see we are not part of the world, yet see the World as all the parts of us.Being a Southern California native, I have celebrated living in Santa Monica since 1983. I love creating art, savoring rare aged teas, cooking for loved ones, long walks, swimming, esoteric philosophy, meditation, yoga, surfing, photography... My aim is to express my passion for personal development and human evolution into every moment with every relationship.
-
FounderGaiavision LlcSanta Monica, Ca, Us
-
Senior Wealth Advisor | Esg & Impact Investing StrategyPerigon Wealth Management, Llc Apr 2023 - PresentSan Francisco, UsI’m looking to selectively bring on new clients who are aligned in values and perspectives and who have sufficient assets to participate in the most innovative opportunities in the space.Stakeholders Capital has joined the Perigon Wealth family and will enhance the ESG / socially responsible investing (SRI) / impact investing capacity of the firm. I and my team work in service to investors who are families, foundations, corporate leaders and financial institutions. We act as fiduciary advisors for investors.Our aim is to consistently improve the manner in which responsible investing is applied to provide meaningful solutions to the needs of a wide range of investors we serve.We advise and partner with leading firms in the field to devise strategies for our clients and partners to close the gap between vision and action for capital to create a prosperous economy for current and future generations.Stakeholders Capital (“Stakeholders”) dba Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Stakeholders provides investment advisory and related services for clients nationally. Stakeholders will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information and important disclosures, please visit our website at www.stakeholderscapital.comor www.perigonwealth.com. -
FounderGaiavision Llc Nov 2024 - PresentGaiaVision combines strategic intelligence with visionary design thinking to craft bespoke solutions for systemic evolution and sustainable economic development. The consultancy empowers leaders who seek complex, strategic advisory to create positive societal impact through projects in global policy, impact investing, and civilization redesign.I created GaiaVision with the support and encouragement of my team to be an enterprise that continues and builds on the initiatives I have launched and led over the years.
-
FounderGreen Economy Think Tank Aug 2008 - PresentI created the non-profit Green Economy Think Tank in 2008 with my partners to convene leaders across the world to catalyze ideas into action to grow the living economy through forums, salons, events and conferences. We are committed to the highest principles of human development applied to economic development - incorporating integral theory, systems science, biomimicry for finance, advanced organizational and community development paradigms, regenerative economic thinking, blue ocean strategy and scaling the most advanced applications of neuroscience, human potential and organizational development. Our team produced conferences with Mayors Offices in San Francisco, Santa Monica and created roundtable gatherings of key invited leaders in New York, New Orleans and partnerships in a number of other cities. Since then we have produced over 150 meetups, salons, roundtables and parties to weave the community together born of the recognition that our network is our net-worth and we aim to maximize relationships over profit, power or prestige. I want more people who are leaders who recognize the value of connection to advance society to join with servant leaders to create similar gatherings as we have in our efforts so as to create a network of the existing networks of servant leaders in every community in the world. I am acting on my desire by weaving more effectively with groups who I am part of, and inviting other leaders to weave in a similar fashion.
-
Co-FounderGreen Business Networking Apr 2006 - PresentI founded this non-profit group in 2006 to effectively weave owners and decision-makers of socially and environmentally conscious businesses in Southern California. We have successfully produced events every single month since we started in April 2006 where the leaders of our economy come together connecting, sharing, deal-making and networking. We also have a linked-in group "Green Business Networking" with over 1,700 members. Join our group and meet me at one of our monthly online events!
-
Strategic AdvisorOpen Future Fund Sep 2022 - PresentThis initiative is born out of the recognition that over the world, community members, businesses, and funders are needing innovative ways of working together to address the unique challenges and opportunities of their economies and ecologies. Open Future Fund is an exploratory project that supports resource stewards in identifying, investing in, and unlocking the innate capacity of these communities to advance their own resilience. The vision of working alongside local leaders, funders, and industry experts, we intend to model the greater acuity, creativity, and outcomes that comes when resources are stewarded by and in alignment with the self-determined needs and capabilities of local communities.We see that sectors and communities are already engaged in aspects of what we call "contextual capital": using blended approaches to apply the right forms of financial and non-financial capital at the right time in the project lifecycle, while nurturing outcomes through the appropriate pre-development, community engagement, knowledge sharing, and common infrastructure. Our intent is to resource and expand these existing initiatives, to inspire the financial resources, knowledge and best practices, and financial innovation needed to nurture and grow these practices over time. -
Director, Integrated Solutions And Senior Wealth AdvisorStakeholders Capital, Inc. Dec 2012 - Apr 2023Amherst, Ma, UsStakeholders Capital has joined the Perigon Wealth family and will enhance the ESG / socially responsible investing (SRI) / impact investing capacity of the firm. -
MemberFirst Affirmative Financial Network Sep 2002 - Dec 2019First Affirmative is a Community of Financial Professionals dedicated to Sustainable and Responsible Investing.
-
Co-Founder & PartnerLiving Economy Advisors, Llc Jun 2015 - Jan 2019I co-founded this economic & business development consultancy in order to create business interventions to drive positive change evidenced through successful partnerships to grow solutions to systemic challenges.
-
Vice President Of Sustainable Investing, Head Of Esg & Impact Investing DepartmentEnright Premier Wealth Advisors Sep 2002 - Nov 2012UsI led the ESG and Impact Investing Department from it's inception, we created for multilayer portfolio design strategies for all asset classes for a wide range of investors as our clients successfully aligning their money with their values through my department and leadership. EP Wealth Advisors, now with over $6 Billion under management, remains one of the leading registered investment advisory firms in California. -
Wealth Management Advisor - Associate Vice PresidentPrudential Securities 2000 - 2002San Francisco, California, UsSpecialized in SRI and ESG wealth management of client portfolios, comprehensive financial planning services. -
Wealth Management AdvisorUbs Paine Webber 1994 - 2000Built broad clientele of comprehensive wealth management clients.
-
Lead Municipal Bond Trader, Distressed Debt And Municipal Securities AnalystDabney Resznick Jun 1993 - Dec 1994
-
Wealth Advisor Analyst And Municipal Bond TraderSmith Barney 1991 - 1993New York, Ny, Us -
Marketing Representative For Socially Responsible Investing ServicesSutro And Company Sep 1991 - Mar 1992I worked for a team of financial advisors specializing in Socially Responsible Investing at Sutro & Company which was the oldest investment firm west of the Mississippi River.
Gregory Wendt, Cfp Skills
Gregory Wendt, Cfp Education Details
-
UclaEconomics And Business Administration -
College Of Financial PlanningComprehensive Financial Planning
Frequently Asked Questions about Gregory Wendt, Cfp
What company does Gregory Wendt, Cfp work for?
Gregory Wendt, Cfp works for Gaiavision Llc
What is Gregory Wendt, Cfp's role at the current company?
Gregory Wendt, Cfp's current role is Founder.
What is Gregory Wendt, Cfp's email address?
Gregory Wendt, Cfp's email address is gr****@****ndt.com
What is Gregory Wendt, Cfp's direct phone number?
Gregory Wendt, Cfp's direct phone number is +131098*****
What schools did Gregory Wendt, Cfp attend?
Gregory Wendt, Cfp attended Ucla, College Of Financial Planning.
What are some of Gregory Wendt, Cfp's interests?
Gregory Wendt, Cfp has interest in Economic Empowerment.
What skills is Gregory Wendt, Cfp known for?
Gregory Wendt, Cfp has skills like Entrepreneurship, Start Ups, Investments, Portfolio Management, Strategic Financial Planning, Sustainable Business, Wealth Management, Public Speaking, Corporate Social Responsibility, Leadership, Investment Advisory, Strategic Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial