Wealth advice for your life's goals

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Four people meeting in glass office

Gregory Smith

Senior Vice President–Wealth Management

After Graduating from San Diego State University, Greg worked as a post-production supervisor for motion pictures and television at MGM Studios in Los Angeles. He dedicated 12 years to competitive swimming and previously competed at the United States Olympic Swimming Trials. He still competes with the United States Masters Swimming, competing in the US Masters World Swimming Championships. Greg also enjoys motorcycle riding, cycling, music and traveling.

CA insurance license #0B20298


Personal & Community

  • United State Olympic Trials Competitor
  • United States Masters Swimming
Registered States:
  • AK
  • AZ
  • CA
  • CT
  • FL
  • GA
  • IL
  • IN
  • NH
  • NV
  • NY
  • OR
  • TX
  • UT
  • WA

Education

  • Bachelor of Science, Business Administration, San Diego State University

Credentials

  • Portfolio Manager
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 918-8023

Email Me

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Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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As of 03/31/2024

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