Ethan Green (CFP®, MS)

Planning Specialties

Ethan graduated from Golden Gate University’s Ageno School of Business with a Masters of Science in Financial Planning.  Ethan was recognized by the faculty at Golden Gate University as the Outstanding Graduate Student in Financial Planning.  Previous to his enrollment at Golden Gate University, Ethan graduated from the University of California at Davis with a Bachelor of Arts degree in Classical Civilizations.

Ethan passed the CFP® exam in 2012 and completed the experience requirement to become a CERTIFIED FINANCIAL PLANNER (TM) practitioner in 2016.  He enjoys the process of working with clients and providing them with the information they need to pursue their dreams.  Ethan is active member of the Financial Planning Association and part of the FPA Northern California Chapter board.

NAPFA Start Date

March 23, 2017

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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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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

12034 Lakeshore North Drive Auburn, CA 95602 Phone: (855) 515-5896

Other Offices

2381 Greensboro Road Placerville, CA 95667-8734 Phone: (855) 515-5896
101 Parkshore Dr Ste 100 Folsom, CA 95630 Phone: (855) 515-5896