Contact Info:
7755 Center Ave., Ste 1100
Huntington Beach, CA 92647
[email protected]
In gratitude to our Founder the late Ted Gregory

In gratitude to our Founder the late Ted Gregory


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 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 was the former president of Gregory Advisors Incorporated, registered investment advisor. He also was a licensed real estate broker with training in 1031 exchanges. He was also a state certificated Adult School instructor and accomplished speaker. Ted was a devoted husband and father. He enjoyed 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.