About Gregory
Since the late 80s, Greg has dedicated himself to evolving impact investing, sustainable development and responsible finance. He serves clients who align their values, wealth, and influence for a better world, leveraging his multidisciplinary education and experiences with leading global institution...
Areas of focus
Credentials & background
Designations
CFP
Education
B.A. Economics and Business Administration University of California, Los Angeles (1988)
Clients served
New InvestorsRetireesBusiness OwnersCorporate ExecutivesWealthy FamiliesEntrepreneursTech EmployeesBusinesswomenWomen in TechDivorceesSingle MothersInheritorsHigh Net Worth IndividualsSurviving Spouses
The firm
Perigon Wealth Management, LLC