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Greg G

CFP®

Pleasant Hill, CA

OWL and ORE Wealth Planning

Greg is a Fee Only Financial Advisor, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Planning, Greg helps clients understand their options related to ISOs, NQSOs, RSUs, ESPPs and more, working with clients to understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Greg can help you navigate your financial decision making.

Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning
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