Greg Gorski, CFP® Owl & Ore Wealth Planning

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About Greg Gorski, CFP®

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.

Greg is a New England transplant who resides in Walnut Creek, CA. 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 best foodie treat.

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Ideal Clients

  • Charitable Giving
  • Gen X
  • Inherited Wealth
  • Intergenerational Families

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Model:

  • Monthly Fee: $300+/mo
  • Flat Fee: $3000+
  • Assets Under Management: 0.50%

SEC Records:

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