Contact Info:
7755 Center Ave., Ste 1100
Huntington Beach, CA 92647
[email protected]
Strategic Partners

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



John Bierman, CPA

Romina Lander, CPA, Individual and Small Business Specialist - Bookkeeping, Accounting & Tax Services



Gerald Larsen, J.D., CPA, CFP® - Estate Planning, Corporate & Partnership Law, Foreign and Domestic Asset Protection. 


Pension Consultant

Richard Green, Certified Pension Consultant and Administrator


Insurance and Personal and Business Risk Management Consultants

Rob Baldwin, CLU, CFP®

Kendra McIntire, Insurance Benefits Specialist


Mortgage Brokers

Michael O'Brian, Mortgage Broker

Renee Trommler, Reverse Mortgage Specialist


Technology Support Services

Brian Lee, IT Professional, MCSE, CCNA (Cisco), 3CX Certified

Paul Jasser, IT Professional, MCS, CCNA (Cisco), 3CX Certified