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Greg Wendt [photo] Greg Wendt, CFP

Enright Premier Wealth Advisors, Inc.

11400 West Olympic Boulevard, Suite 200, Los Angeles, CA 90064 21515 Hawthorne Boulevard, Suite 1050 Torrance, California 90503

email: gwendt@enrightpremier.com • web: http://www.gregwendt.com

phone: 310.543.4559 • fax: 310.227.8049 • toll-free: 800.640.2823 x122

Contact adviser via email [button]"Questions about sustainable and responsible investing? Would you like to set up an initial consultation? Click above or call me today…I would love to hear from you!"
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Professional Focus and Services
Money is a resource to help us achieve our highest mission and purpose for being on the planet.

How Greg Works
Greg gives advice to individuals, families and charitable organizations with a specialization in socially and environmentally responsible investing. People come to Greg for a full range of financial advice including comprehensive financial planning and investment management, estate planning and life insurance.

Greg helps his clients navigate the complex world of money by creating customized solutions that meet their specific situations. Greg emphasizes a conservative investment management approach using various types of securities and investments to help meet his client’s goals.

Greg is one of five principals of Enright Premier Wealth Advisors, Inc., which is a private wealth management firm with offices in Torrance and West Los Angeles, California.

Because Greg is an independent financial advisor who is not affiliated with any particular financial institution, he is free to choose the best solutions and strategies for each particular client. All of the assets for Greg’s clients’ are held at national brokerage firms such as TD Waterhouse and Charles Schwab & Co.

Greg aims to help his clients to see beyond the numbers and look at the money in the context of their lives and their heartfelt values.

Some of the Services that Greg Provides
  • Investment portfolio reviews
  • Socially and environmentally responsible investing
  • Comprehensive financial planning
  • Harmonizing financial situations with lifestyle and long term goals
  • Retirement and financial independence planning
  • Dreams and goals planning
  • Estate planning
  • Life insurance
  • Charitable planning
  • Educational seminars for individuals, corporations and advisory professionals
  • Management of small business retirement plans
Financial planning and consulting services are available on an hourly basis. Greg acts as a coordinator with his clients’ attorneys and accountants in order to provide the client with the best possible service and information from a team of advisors.Back to Top

Professional Affiliations

  • Network Adviser, First Affirmative Financial Network
  • Financial Planning Association, Active Member
  • Social Investment Forum
  • Co-op America
  • UCLA Alumni Association, Bruin Professionals
Back to Top

Education and Experience

  • Certified Financial Planner
  • Securities Licenses:
    FINRA Registered Representative Series 7, 1992
    FINRA Uniform Securities Agent 63, 1992
    FINRA Uniform Securities Agent 65, 1992
  • Insurance Licenses:
    Life and Long Term Care Insurance in California, 1994 License # 0B50192
  • BA, Economics and Business Administration, UCLA, 1988
  • CFP Professional Education Program, College of Financial Planning

Greg has more than 14 years of experience in financial services and has worked for Smith Barney, PaineWebber and Prudential Securities. Greg chose to become an independent financial planner because it has given him the freedom to provide his clients with unbiased advice and a much wider array of investment solutions.

Greg frequently conducts seminars for a number of groups and organizations on a number of topics, including: socially and environmentally responsible investing, planned giving and charitable planning for high net worth individuals, retirement planning, and estate planning. Greg has written a number of articles about socially responsible investing for local publications and was recently a guest speaker on KPFK Radio 90.7 FM.Back to Top

Community Involvement
Greg donates a large amount of time in various capacities to a number of social justice and environmental groups in his community. His volunteer time ranges from giving time to homeless assistance groups like St. Joseph Center Venice, to advising members of Sierra Club and Greenpeace to contributing as a volunteer and consultant for groups such as Bioneers, Earthways Foundation, Earthday Los Angeles, Coalition for Clean Air and Global Green USA.Back to Top

Personal Notes
Greg is a native of Southern California, and has been a resident of Santa Monica for 20 years. He graduated from UCLA in 1988 with a degree in Economics with a minor in Business Administration.

In his spare time, Greg is involved with a number of community service organizations and enjoys gourmet cooking, reading, hiking, meditation and surfing. Back to Top

Disclaimer
Greg Wendt subscribes to a package of professional services offered by First Affirmative Financial Network, LLC (FAFN). He is not an investment advisory representative of FAFN. First Affirmative is not an affiliate or subsidiary of Enright Premier Wealth Advisors, Inc.Back to Top

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