Greg Gorski (CFP®)
Greg Gorski focuses in the
following client markets or areas of practice:
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- College/Education Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
While personal finance is a subject everyone needs to address, Greg feels that education and guidance helps streamline the process and makes it a much easier task. His goal is to help his clients define and understand their realistic goals so that they can identify what needs to be done to achieve them. By doing the heavy lifting for clients, they are able to spend less time thinking about money and more time on the things that make them happy.
Additional Information
Greg is a New England transplant who resides in Walnut Creek, CA with his wife, Becca, daughter, Caitlin and son, Theo. When not spending time with family, friends or clients, Greg is taking part in any form of competitive activity (from board games to team sports) or spending time in the kitchen, developing the next great foodie treat.
NAPFA Start Date
May 22, 2018
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