A complete list of active advisors currently associated with Greenbook Financial

Warmer can help you find a great advisor at Greenbook Financial or one who fits your needs even better.

Greenbook Financial LLC provides investment management, financial planning, and educational seminars and speaking engagements to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm offers both ongoing and project-based planning as well as portfolio management across common asset types and may trade on a discretionary or non‑discretionary basis consistent with client objectives. The firm employs asset allocation with a mix of passive and active investments and may incorporate socially responsible (ESG) considerations when requested; investment selection is informed by fundamental, technical, and charting analysis. Financial plans are documented in writing and delivered as tailored roadmaps, with periodic reviews to align portfolios and recommendations with clients’ changing goals, risk tolerance, and tax considerations. Noteworthy aspects include a billing model that accommodates fixed and hourly engagements and the operation of paid educational seminars, features that are uncommon among similar firms; the adviser also accepts both individual and organization clients rather than limiting services to retail investors alone. The firm does not act as a private fund adviser or charge performance‑based fees, and its leadership combines institutional brokerage and retirement‑plan experience with CFP® credentials, which informs its planning and seminar work.

To learn more about the advisors currently working at Greenbook Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Donovan Malone	Oakland, CA	9

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