Gregory Powers, CFP®, ChFC®, AIF®, CIMA®SENIOR WEALTH ADVISER
As a financial planner with over 14 years of experience in the financial services industry, Greg Powers forte is the efficient coordination of the many aspects of one’s financial life including: development, implementation and monitoring of a comprehensive financial plan, insurance planning and coverage optimization, asset and investment management strategies, tax-sensitive retirement income planning and estate planning strategies.
Over the course of his career, Greg has earned multiple financial planning and specialist designations which demonstrate his commitment to being an industry stand out: CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Chartered Financial Consultant (ChFC®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Specialist (CRPS®), Certified Investment Management Analyst (CIMA®)
Greg has also earned the FINRA registrations Series 7, 66, and 24 and is a licensed California Life Agent. This past year, Greg was asked by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in Washington, DC to volunteer as a Subject Matter Expert (SME) helping them review the content of the comprehensive CFP® exam to ensure the subject matter is accurate, relevant and challenging. Honored, Greg happily accepted the offer and looks forward to continuing to work with the CFP Board to improve the level of professionalism and education for those dedicated to the financial planning profession.
Greg graduated from Bates College in Lewiston, Maine with a degree in Economics in May of 1999. He has also studied at the University of Bristol in England. A resident of downtown San Diego, in his spare time Greg loves to cook, golf, ski, and play softball.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.