With more than 30 years of experience in financial planning and investment management, Greg Estell has the accumulated knowledge and perspective to help you with your financial goals. Greg understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change. His main focus is to help build, manage, preserve and transition his clients’ wealth.
Greg endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
Based on what he learns about you and your goals and an analysis of the current financial markets, Greg designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, puts it into action and remains open for conversations about its performance to discover opportunities to adapt to life changes and new goals.
He is a graduate of Oregon State University majoring in Economics and History and previously a vice president of investments with a major financial firm.
Greg has lived in Vancouver, Washington, since 1996. He and his wife have three grown children that they raised in the Vancouver community. During his free time, Greg enjoys skiing with his family, playing golf and swimming.