Some say financial advisors are all the same. My clients would tell you that’s simply not the case. In today’s service-deprived world, I have a CFP® designation, hold an MBA from Northwestern's Kellogg School of Management and I'm a prior successful business owner who understands at a deep level why effective planning is crucial for long-term success. I strive to provide a noticeably different, personalized client experience.

Working with individual investors and small and midsize business owners, I help you navigate our complex financial landscape. As a financial advisor with many years providing coaching, I offer guidance for
• Helping you achieve confidence by developing financial strategies to help achieve financial independence
• Helping protect your income
• Positioning you in the best possible manner to help achieve your goals, including a comfortable retirement
• Understanding fee and cost transparency
• Serving as your guide through good and bad markets

I always strive to do what is in my clients' best interest.

It’s quite likely you already have a strategy in place. That doesn’t mean it’s the right strategy for you. If you have any doubts or concerns, especially in our current economic climate, let's meet and do a general review to identify potential issues or weaknesses.

Even if you already have a professional you work with, a second opinion never hurts.

As a former professional dancer, I remain passionate about dance and the arts. I invest time staying sharp as a financial advisor and still make time to dance, coach and judge.

After growing up in California, I got the opportunity to live around the USA and travel the world. I decided to return and make Orange County my home.

My branch office administrator, Mireille, and I are dedicated to providing you with the highest level of personalized service possible, so please call us with any questions. Let us know how I can help you reach your goals.

Gregory Day
[email protected]

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances

My Personal Interests

  • Dancing
  • Spending Time with Family
  • Yoga
  • Cooking
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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