Greg Wendt, CFP

Certified Financial Planner™

Professional Focus and Services

Money is a resource to help us achieve our highest mission and purpose for being on the planet.

How Greg Works

Greg gives advice to individuals, families and charitable organizations with a specialization in socially and environmentally responsible investing. People come to Greg for a full range of financial advice including comprehensive financial planning and investment management, estate planning and life insurance. Greg helps his clients navigate the complex world of money by creating customized solutions that meet their specific situations. Greg emphasizes a conservative investment management approach using various types of securities and investments to help meet his client's goals. As a veteran financial advisor, economist and Certified Financial Planner, Greg is considered a thought leader in his field of sustainable and responsible investing. Greg is head of the west coast office and Senior Wealth Advisor with StakeHolders Capital, a boutique registered investment advisory firm specializing in Socially Responsible Wealth Management. Since 1991 Greg has advised clients who want to align their wealth through investments that reflect their priorities and concerns for a better world. Greg built his expertise while working with major Wall Street firms such as Smith Barney, UBS Paine Webber and Prudential Securities and the California based EP Wealth Advisors, Inc. 
 
Some of the Services that Greg Provides
  • Investment portfolio reviews
  • Socially and environmentally responsible investing
  • Comprehensive financial planning
  • Harmonizing financial situations with lifestyle and long term goals
  • Retirement and financial independence planning
  • Dreams and goals planning
  • Estate planning
  • Life insurance
  • Charitable planning
  • Educational seminars for individuals, corporations and advisory professionals
  • Management of small business retirement plans

Financial planning and consulting services are available on an hourly basis. Greg acts as a coordinator with his clients' attorneys and accountants in order to provide the client with the best possible service and information from a team of advisors.

Professional Affiliations

  • Network Advis0r, First Affirmative Financial Network
  • Financial Planning Association, Active Member
  • US SIF
  • Green America
  • UCLA Alumni Association, Bruin Professionals

Education and Experience

  • Certified Financial Planner™
  • 
FINRA Uniform Securities Agent 63, 1992; 
FINRA Uniform Securities Agent 65, 1992
  • Insurance Licenses:
Life and Long Term Care Insurance in California, 1994 License # 0B50192
  • BA, Economics and Business Administration, UCLA, 1988
  • CFP® Professional Education Program, College of Financial Planning

Community Involvement

Greg is founder of two non-profit organizations, Green Business Networking; a non-profit business community of over 4,500 business owners and professionals committed to greening the economy for Greater Los Angeles, and Green Economy Think Tank which convenes sustainabilty leaders in cities around the country to evolve actions and solutions for the green economy. He holds monthly events with his colleagues known as "Living Economy Salons" to educate participants on the dynamics and solutions for a local living economy. He is also involved on a pro-bono basis with various government and non-profit efforts - Slow Money SoCal, Business Alliance for Local Living Economies, California Financial Opportunity Roundtable, Prop 39 Roundtable, Liberty Hill Foundation and a number of civic and local environmental organizations.

Personal Notes

Greg is a native of Southern California, and has lived in Santa Monica since 1983. In his spare time he enjoys gourmet organic cooking with friends, creekside hiking, swimming, mountain biking, reading, camping, amateur photography, rare aged teas, meditation, yoga and surfing. He combines his financial industry experience with his passion for meditation and yoga to bring the perspective of Consciousness to the world of sustainability, economics and wealth management.
Greg frequently writes articles, speaks at conferences and local events. He is often profiled or quoted in the media including appearances on "Living with Ed" television show with Ed Begley on Home and Garden Television, Air America Radio, KNX News Radio, Business Ethics Magazine, LA Times, Financial Planning Magazine, Yogi Times Magazine, Whole Life Times, Green Money Journal, Triple Pundit, World Changing and Whole Person Calendar.

Disclaimer

Greg Wendt subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisor representative of First Affirmative. First Affirmative is not an affiliate or subsidiary of Stakeholders Capital.

First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).

The credential CFP® listed above bears trademarks.