I have over three decades of experience in the financial services industry helping business owners and higher net worth families solve problems with strategies related to maximizing business value, tax minimization, asset protection, and investments beyond traditional stocks and bonds. I serve as an experienced resource for the media and have been quoted in many local and national publications including the San Diego Business Journal, Wealth Manager, and Research Magazine. I am a member of the Business Enterprise Institute and also teach other business professionals on a national level.I help clients exceed their goals and make their wishes and dreams come true through proper planning and objective advice. I work closely with a client’s team of advisors or help them create one. I use my knowledge and resources to find the answers to difficult situations. I stay on the cutting edge of planning ideas in the areas of tax, investment, and estate planning as it is important that I stay ahead of my clients wants and needs. MEET GREGI was born in Los Angeles but have lived most of my life in San Diego, California, except for while I was in college. In my free time, I enjoy surfing and being a photographer for a jet team.FUN FACTS▪ Began his career on October 19, 1987, known as “Black Monday”. This was the biggest one-day percentage loss in history for the stock market.▪ His most satisfying career moment is when he helped a client through his first business sale that has now led to that person building five companies and selling three of them so far.