Greg Welborn (MBA)

Greg Welborn focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We have a long and extensive history of helping our clients achieve their financial dreams. We pride ourselves in our ability to help clients develop a thorough understanding and comfort level with their current financial situation, as well as to help them develop a financial plan which specifically reflects their situation and goals. We work with a wide variety of clients, including those who are just starting out to those who have extensive estate planning needs. We have worked through a number of critical events with our clients, including marriage, divorce, death of loved one and inheritence. We have a special affinity for the financial issues facing women. Over the years, we have developed expertise in asset and investment management, retirement planning,taxation and cashflow management. Beyond those core areas, we have significant experience in a number of other areas as well. In all the areas of our work with clients, we seek to educate as well as advise. We have found that the best decisions are made when clients not only have specific advise from a qualified advisor, but when then they understand the reasons behind that advice as well.

Additional Information

In working with clients, we always strive to deliver the highest value possible. One of the ways in which we accomplish this is to put a great deal of effort into assessing whether or not we can be helpful in any given client situation. To accomplish this we offer and encourage prospective clients to take advantage of a free, no-obligation, initial meeting. We want to accurately assess a client's needs and communicate to them how we believe we can help in that situation. Many of our existing clients tell us that this intial meeting we extremely helpful to them in deciding when and how to use a personal financial consultant. We are committed to mutually beneficial relationships which are built on the highest levels of trust, integrity and service. We invite you to call for an initial appointment or just to ask questions. Thank you for your consideration.

NAPFA Start Date

December 28, 1999


This Office

517 South Lake Ave Pasadena, CA 91101 Phone: (626) 844-4630 Fax: (626) 796-0600