Greg Wells, Cfp®
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Greg Wells, Cfp® Email & Phone Number

Regional Director and Partner at EP Wealth Advisors
Location: Torrance, California, United States 7 work roles 2 schools
1 work email found @epwealth.com 5 phones found area 626 and 310 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email g****@epwealth.com
Direct phone (626) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EP Wealth Advisors
Role
Regional Director and Partner
Location
Torrance, California, United States
Company size
516 employees

Who is Greg Wells, Cfp®? Overview

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Quick answer

Greg Wells, Cfp® is listed as Regional Director and Partner at EP Wealth Advisors, a with 516 employees, based in Torrance, California, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 626, 310, and a matched LinkedIn profile for Greg Wells, Cfp®.

Greg Wells, Cfp® previously worked as Regional Director / Partner at Ep Wealth Advisors and Senior Vice President at Ep Wealth Advisors. Greg Wells, Cfp® holds Bachelor Of Arts (B.A.), Social Sciences from University Of California, Santa Barbara.

Company email context

Email format at EP Wealth Advisors

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*@epwealth.com
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AeroLeads found 1 current-domain work email signal for Greg Wells, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Greg Wells, Cfp®

Greg grew up in Glendora, California. During his time at University of California, Santa Barbara, Greg played 4 years of Division I golf at UC Santa Barbara, where he was the team captain for 2 years, and went on to play 3 years of professional golf on the Canadian Tour and throughout North America. After working for 2 years at Paychex in San Francisco with small businesses on employee benefits, Greg started at EP Wealth Advisors in 2010. He obtained his CFP in 2012 and works with a wide spectrum of clients locally and nationally, including many professional golfers and other athletes. In 2019, Greg was made a partner at EP Wealth. He currently lives in Palos Verdes with his wife and 3 daughters, enjoying his free time golfing, at the beach, and with his kids and dog Walter.Specialties: NetworkingRelationship BuildingHolistic Financial PlanningWealth AdvisoryPortfolio ManagementAsset Allocation

Listed skills include Money Management, Strategic Financial Planning, Business Networking, Financial Advisory, and 4 others.

Current workplace

Greg Wells, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Regional Director and Partner
Torrance, CA, US
Website
epwealth.com
Employees
516
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Company profile
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7 roles

Greg Wells, Cfp® work experience

A career timeline built from the work history available for this profile.

Regional Director / Partner

Current
Ep Wealth Advisors

Los Angeles, California, United States

Feb 2021 - Present

Vice President

Ep Wealth Advisors

Greater Los Angeles Area

EP Wealth Advisors is a Financial Planning, Wealth Advisory, and Investment Management firm specializing in the needs of affluent individuals, businesses, and non-profit organizations. Our mission is to understand each client’s unique situation and to develop a customized plan with strategies designed to achieve their specific goals and objectives. Years of client relationships, combined with our highly experienced team of Certified Financial Planners and Chartered Financial Analysts, has enabled our firm to incorporate investment management with a personalized wealth plan in order to create and maintain a secure financial future for each of our clients.http://www.epwealth.com

Apr 2010 - Jan 2019

Sales Consultant

Paychex

San Francisco Bay Area

Present payroll, employee benefits and human resources services to prospective clients and in an outside business-to-business sales position. Cultivate and develop referral relationships with CPAs, bankers, current clients, insurance brokers, and local networking groups. Coordinate sales process from time of sale to client starting service. Conduct NASBA accredited CPE seminars regarding changes in federal and state regulations to members of the accounting community. Organize sales activities and monitor client activity through SalesForce.com.

Jan 2009 - Apr 2010

Professional Golfer

Canadian Professional Golf Tour

Played on multiple professional golf tours for 2.5 years in North America, Canada and Mexico.2-time winner on the GoldenState Tour.Gave lessons and participated in many teaching programs, including running junior golf camps and teaching large groups.Worked in various areas of the Golf Business.Received full Division 1 College golf scholarship and was captain of golf team at UC Santa Barbara

Jun 2006 - Nov 2008

Sales And Marketing

Lime Energy

Glendora, Ca

Conducted Cold-Calls to business prospects, and went on 2-4 sales calls a weekWorked on Lead Generation in our branchLogged sales calls into SalesForce.com and CRM trained.Reviewed sales analysis and wrote narratives on particular projectsAnalyzed data from demographics and created correlating sales brochuresAssisted in designing models to help streamline the review process of the clients needs as well as feasibility of entering a particular market

Jun 2006 - Jun 2007
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 516 employees →

BK Brandon Kuhn Brandon Kuhn Colleague at Ep Wealth AdvisorsMesa, Arizona, United States View → JR Joey Roman Joey Roman Colleague at Ep Wealth AdvisorsLong Beach, California, United States View → CC Cannon Carr Cannon Carr Colleague at Ep Wealth AdvisorsAtlanta, Georgia, United States View → MC Mineko C. Murai Mineko C. Murai Colleague at Ep Wealth AdvisorsPhoenix, Arizona, United States View → LP Laura Phy Laura Phy Colleague at Ep Wealth AdvisorsLos Angeles, California, United States View → BM Bret Miller, Cfp®, Ea Bret Miller, Cfp®, Ea Colleague at Ep Wealth AdvisorsLittleton, Colorado, United States View → AF Adam Fein Adam Fein Colleague at Ep Wealth AdvisorsPortland, Oregon, United States View → BS Bill Simpson, Cfp® Bill Simpson, Cfp® Colleague at Ep Wealth AdvisorsGreenland, New Hampshire, United States View → EG Eric Gabriel Eric Gabriel Colleague at Ep Wealth AdvisorsLos Angeles, California, United States View → CL Carter Loeffelholz Carter Loeffelholz Colleague at Ep Wealth AdvisorsDenver, Colorado, United States View →
2 education records

Greg Wells, Cfp® education

Bachelor Of Arts (B.A.), Social Sciences

University Of California, Santa Barbara

Activities and Societies: Captain of golf team for 2 years, received full golf scholarship, member of Student Athlete Advisory Board

Education record

Glendora High School
FAQ

Frequently asked questions about Greg Wells, Cfp®

Quick answers generated from the profile data available on this page.

What company does Greg Wells, Cfp® work for?

Greg Wells, Cfp® works for EP Wealth Advisors.

What is Greg Wells, Cfp®'s role at EP Wealth Advisors?

Greg Wells, Cfp® is listed as Regional Director and Partner at EP Wealth Advisors.

What is Greg Wells, Cfp®'s email address?

AeroLeads has found 1 work email signal at @epwealth.com for Greg Wells, Cfp® at EP Wealth Advisors.

What is Greg Wells, Cfp®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 626, 310 for Greg Wells, Cfp® at EP Wealth Advisors.

Where is Greg Wells, Cfp® based?

Greg Wells, Cfp® is based in Torrance, California, United States while working with EP Wealth Advisors.

What companies has Greg Wells, Cfp® worked for?

Greg Wells, Cfp® has worked for Ep Wealth Advisors, Paychex, Canadian Professional Golf Tour, and Lime Energy.

Who are Greg Wells, Cfp®'s colleagues at EP Wealth Advisors?

Greg Wells, Cfp®'s colleagues at EP Wealth Advisors include Brandon Kuhn, Joey Roman, Cannon Carr, Mineko C. Murai, and Laura Phy.

How can I contact Greg Wells, Cfp®?

You can use AeroLeads to view verified contact signals for Greg Wells, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Greg Wells, Cfp® attend?

Greg Wells, Cfp® holds Bachelor Of Arts (B.A.), Social Sciences from University Of California, Santa Barbara.

What skills is Greg Wells, Cfp® known for?

Greg Wells, Cfp® is listed with skills including Money Management, Strategic Financial Planning, Business Networking, Financial Advisory, Budgets, Asset Allocation, Portfolio Management, and Sales.

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