Greg Gorski

CFP®

Owl & Ore Wealth Planning

Investment Advisor Representative | Financial Planner

Contact Me

Greg Gorski

CFP®

Owl & Ore Wealth Planning

Investment Advisor Representative | Financial Planner

Make a claim on your future. - Greg Gorski, CFP®

Contact Me

925-719-9297

Website

Fee-Only financial planner located in Pleasant Hill, CA - Specializing in Employee Equity Compensation Plans.

Meet Greg Gorski

Greg Gorski is a Fee Only Financial Advisor, supporting clients through all phases of financial life. Specializing in Employee Equity Compensation Plans. We guide clients through their options related to Incentive Stock Options, Non-Qualified Stock Options, Restricted Stock, Stock Purchasing Plans and more. Helping clients understand how to use their benefits to achieve their financial goals. Whether you have one or many financial questions, and need help deciphering your options, Greg can help you navigate the financial decision making process.

Greg Gorski is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Greg Gorski is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Greg Gorski

925-719-9297

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Office Locations:

  • 610 Via Appia
    Walnut Creek, CA 94598
  • 610 Via Appia
    Walnut Creek, CA 94598
  • 610 Via Appia
    Walnut Creek, CA 94598

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