Founder
Gaiavision Llc
AeroLeads people directory · profile
Gregory Wendt, Cfp Email & Phone Number
Founder
at
Gaiavision LLC
1 work email found
@gregwendt.com
9 phones found area 310 and 413
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Gregory Wendt, Cfp? Overview
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Quick answer
Gregory Wendt, Cfp is listed as Founder at Gaiavision LLC, based in Santa Monica, California, United States. AeroLeads shows a work email signal at gregwendt.com, phone signal with area code 310, 413, and a matched LinkedIn profile for Gregory Wendt, Cfp.
Gregory Wendt, Cfp previously worked as Senior Wealth Advisor | ESG & Impact Investing Strategy at Perigon Wealth Management, Llc and Founder at Green Economy Think Tank. Gregory Wendt, Cfp holds Ba, Economics And Business Administration from Ucla.
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*@gregwendt.com
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Profile bio
About Gregory Wendt, Cfp
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.
Listed skills include Entrepreneurship, Start Ups, Investments, Portfolio Management, and 45 others.
Current workplace
Gregory Wendt, Cfp's current company
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15 roles · 35 years
Gregory Wendt, Cfp work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor | Esg & Impact Investing Strategy
CurrentI’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.
Apr 2023 - Present
Founder
Current
Gaiavision Llc
GaiaVision 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.
Nov 2024 - Present
Founder
Current
Green Economy Think Tank
I 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.
Aug 2008 - Present
Co-Founder
Current
Green Business Networking
I 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.
Apr 2006 - Present
Strategic Advisor
CurrentThis 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.
Sep 2022 - Present
Director, Integrated Solutions And Senior Wealth Advisor
Stakeholders Capital has joined the Perigon Wealth family and will enhance the ESG / socially responsible investing (SRI) / impact investing capacity of the firm.
Dec 2012 - Apr 2023
Member
First Affirmative Financial Network
First Affirmative is a Community of Financial Professionals dedicated to Sustainable and Responsible Investing.
Sep 2002 - Dec 2019
Co-Founder & Partner
Living Economy Advisors, Llc
I 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.
Jun 2015 - Jan 2019
Vice President Of Sustainable Investing, Head Of Esg & Impact Investing Department
I 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.
Sep 2002 - Nov 2012
Wealth Management Advisor - Associate Vice President
Specialized in SRI and ESG wealth management of client portfolios, comprehensive financial planning services.
2000 - 2002
~2 yrs
Wealth Management Advisor
Ubs Paine Webber
Built broad clientele of comprehensive wealth management clients.
1994 - 2000
~6 yrs
Lead Municipal Bond Trader, Distressed Debt And Municipal Securities Analyst
Dabney Resznick
Jun 1993 - Dec 1994
Wealth Advisor Analyst And Municipal Bond Trader
1991 - 1993
~2 yrs
Marketing Representative For Socially Responsible Investing Services
Sutro And Company
I 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.
Sep 1991 - Mar 1992
2 education records
Gregory Wendt, Cfp education
Ba, Economics And Business Administration
Ucla
Certified Financial Planner, Comprehensive Financial Planning
College Of Financial Planning
FAQ
Frequently asked questions about Gregory Wendt, Cfp
Quick answers generated from the profile data available on this page.
What company does Gregory Wendt, Cfp work for?
Gregory Wendt, Cfp works for Gaiavision LLC.
What is Gregory Wendt, Cfp's role at Gaiavision LLC?
Gregory Wendt, Cfp is listed as Founder at Gaiavision LLC.
What is Gregory Wendt, Cfp's email address?
AeroLeads has found 1 work email signal at @gregwendt.com for Gregory Wendt, Cfp at Gaiavision LLC.
What is Gregory Wendt, Cfp's phone number?
AeroLeads has found 9 phone signal(s) with area code 310, 413 for Gregory Wendt, Cfp at Gaiavision LLC.
Where is Gregory Wendt, Cfp based?
Gregory Wendt, Cfp is based in Santa Monica, California, United States while working with Gaiavision LLC.
What companies has Gregory Wendt, Cfp worked for?
Gregory Wendt, Cfp has worked for Gaiavision Llc, Perigon Wealth Management, Llc, Green Economy Think Tank, Green Business Networking, and Open Future Fund.
How can I contact Gregory Wendt, Cfp?
You can use AeroLeads to view verified contact signals for Gregory Wendt, Cfp at Gaiavision LLC, including work email, phone, and LinkedIn data when available.
What schools did Gregory Wendt, Cfp attend?
Gregory Wendt, Cfp holds Ba, Economics And Business Administration from Ucla.
What skills is Gregory Wendt, Cfp known for?
Gregory Wendt, Cfp is listed with skills including Entrepreneurship, Start Ups, Investments, Portfolio Management, Strategic Financial Planning, Sustainable Business, Wealth Management, and Public Speaking.
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