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
714-372-4935
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...
Barbara Kunze
Administrative Assistant
714-372-4935
Barbara assists Kate by helping to ensure client needs are met in a timely and thorough manner. She has degrees in Graphic Design, Marketing Communication and Business Management. Barbara’s work history includes marketing and...
Adrianna Gregory
Gregory Advisors Incorporated Corporate Secretary
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...
James Ripley
Back Up Manager
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...
Strategic Partners
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...