Contact Info:
7755 Center Ave., Ste 1100
Huntington Beach, CA 92647


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 is a Certified Financial Planner® Professional specializing in assisting clients with the ongoing implementation of their financial plans and administrative issues as they arise.

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Holly Martin

Administrative Assistant



Holly received her BS Degree in Business Communication from Cal Poly, Pomona. She has held administrative roles for several different types of organizations such as, banking, advertising, financial consulting, event planning, and...

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Adrianna has been working with her parents helping them with educational events and marketing projects since the age of eight. While in college out of state she continues to assist her parents with web development and administrative...

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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...

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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...

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