Gregory J. Walters, CFA

Partner
Wealth Advisor

Greg was a Wealth Management Advisor at Merrill Lynch for 7 years. Prior to that, Greg worked at Goldman Sachs in the Private Wealth Management Division in the New York and Los Angeles offices. He holds the Chartered Financial Analyst® designation awarded by the CFA Institute.

Greg volunteers by caring for his local congregation and working with the Pacific Symphony.

Greg and his wife live in Irvine, California with their four children.

 

Education:

Brigham Young University

B.S., Accounting

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