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Gregory Wells (AWMA, CFP®)

Gregory Wells focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Divorce Planning
  • Entrepreneurs

Planning Specialties

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff, enable our firm to develop a diversified investment portfolio along with an individualized wealth plan. Our firm does not manufacture investment products or receive any compensation from the investments we recommend. We are fully transparent in the advisory fees we charge. This is an essential part of maintaining a client first relationship.

Additional Information

Greg Wells, CFP®, AWMA is a Vice President at EP Wealth Advisors.  Greg grew up in Glendora, California. He attended University of California, Santa Barbara where he majored in Law and Social Sciences. Greg played 4 years of Division I golf at UC Santa Barbara, where he was the team captain for 2 years, and then played 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. Greg specializes in working with athletes, business owners, and high net worth individuals.  Greg lives in Hermosa Beach with his wife and daughter and enjoys spending time at the beach and golfing.

NAPFA Start Date

August 07, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

21535 Hawthorne Blvd. #400 Torrance, CA 90503-6515 Phone: (310) 543-4559
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