Our Team

Ted Gregory, CFP®
President
 
Ted founded his financial planning practice in 1980 and has earned the Certified Financial Planner® designation from the College of Financial Planning in Denver.  His practice focuses on providing comprehensive financial planning for successful individuals, families, and owners of small corporations who are interested in conserving and increasing their wealth while lowering the overall risk of their financial resources. In addition, Ted is president of Gregory Advisors Incorporated, a fee-only, SEC-registered investment advisor.  He is a state certificated Adult School instructor and accomplished speaker.  Ted is a devoted husband, father and dog owner.  He enjoys traveling with his family in his firm's mobile office and visiting clients and friends throughout the western United States.
 
CFP® and Certified Financial Planner® are federally registered marks of the Certified Financial Planner Board of Standards, Inc.
    
Kate Gregory, CFP®

Kate is a Certified Financial Planner® Professional specializing in assisting clients with the ongoing implementation of their financial plans and administrative issues as they arise.  Kate graduated with honors from Indiana University, Bloomington, Indiana with a degree in business administration. She is an investment advisor representative of Gregory Advisors Incorporated, a fee-only, SEC-registered investment advisor.  Kate and Ted Gregory have been married for more than 15 years and are the proud parents of a daughter.  The family resides in Huntington Beach and serves clients throughout the United States.

Email at kate@gregoryadvisorsinc.com.

CFP® and Certified Financial Planner® are federally registered marks of the Certified Financial Planner Board of Standards, Inc.            
©2010 Gregory Advisors, Inc. All rights reserved.