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Keith G

CFA®

Phoenix, AZ

Fjell Capital

Keith Gregor is a CFA® charterholder based in Phoenix, AZ, with eight years of industry experience. He is currently with Fjell Capital and Drewett Works, and he founded Gregor Wealth Management LLC in 2019. In addition to his advisory work, Mr. Gregor owns a manufacturing company specializing in residential lighting fixtures. Fjell Capital serves individual and high-net-worth clients as well as retirement plan sponsors, offering integrated wealth management, standalone financial planning, and retirement plan advisory services. The firm employs a target-date, model-of-models investment approach and offers a mix of subscription-style fees and traditional billing models.

Tax-loss harvesting Private / alternative investments Concentrated stock management College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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