Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
What do we do about our special needs child?
What do I do with my real estate?
Are my investments working hard enough?
What are the best approaches for funding college?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Kate Gregory Walker, CFP®

President

714-372-2299

714-372-4935

kate@gregoryadvisorsinc.com

Kate Gregory Walker, CFP®, is President and owner of Gregory Advisors Incorporated, specializing in helping clients maximize their finances through appropriate strategies, Kate is dedicated to helping people make smart financial and...

Angel Mendez

Investment Advisor Representative

714-372-2299

info@gregoryadvisorsinc.com

Angel serves as an Investment Advisor Representative at both Gregory Advisors Incorporated and RAI Wealth Management, where he has dedicated his career to help guide individuals and families towards prosperous financial futures. ...

James Ripley

Back Up Manager

714-449-9696

jpr@raiwm.com

Jim is a Certified Financial Planner, an Accredited Asset Management Specialist and President of RAI Wealth Management. He serves as a Back Up Manager for Gregory Advisors Incorporated in the event Kate Gregory is indisposed. Jim began...

Adrianna Gregory

Gregory Advisors Incorporated Corporate Secretary

714-372-2299

Adrianna has been working with her parents helping them with educational events and marketing projects since the age of eight. She has earned her Masters in Speech Language Pathology, but continues to enjoy assisting the family firm...

Strategic Partners

714-372-2299

Over the course of 30 years we have developed working relationships with highly qualified specialists to provide exemplary service to our clients.Gregory Advisors Local Strategic Partners...

In gratitude to our Founder the late Ted Gregory

Founder

Ted founded his financial planning practice in 1980 and earned the Certified Financial Planner® designation from the College of Financial Planning in Denver. He established the focus of his practice as a provider of in depth...