Greg S. Porter, CFP | Financial Advisor in Folsom ,CA

139 Elkins Circle
Folsom, CA 95630

About

With more than 20 years of experience in the financial services industry, I have developed the knowledge and wisdom to steer my clients through an increasingly complex and volatile investment environment.

I am a fee-only Certified Financial Planner? practitioner and California State Registered Investment Adviser. Upon graduating with a degree in business management from Sonoma State University, I spent seven years as a stockbroker with Dean Witter and Prudential Bache Securities. After spending two years as a retirement analyst with the County of Sonoma, I joined Core Asset Management, a Marin county Registered Investment Adviser responsible for the management of approximately $80,000,000 in client assets. As Vice President, I had the primary responsibility for managing approximately 150 client relationships and was an essential member of the Investment Committee. Now serving my clients as an independent financial adviser, I work from my own investment management and financial planning practice in Folsom, CA. I spend considerable time keeping up with the constant changes in the market place by reading numerous industry publications and through more formal continuing education. I have passed the CPA examination, the CFP certification examination (as well as meeting the CFP Board of Standards? specific education and experience requirements) in addition to the NASD Series 7 and 66 examinations.

20+ Years of Experience



General Information
Firm Start Year:   2005
No.of Employees:   1
Insurance License#:   Not applicable
Name of Broker/Dealer:   Not applicable
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   CA
Number of Years with Current Firm:   6
I work with the following types of clients:   Individual Investors , Businesses
Foreign Languages Serviced:   English only


Services
Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , Bonds , Stocks
I can meet clients in the following ways:   At your office , At your home , Via phone


Qualifications & Memberships
Financial Organization Memberships:   Garrett Planning Network
Non-Financial Organization Memberships:   Licensed General Contractor in California


Firm Information
Assets Managed by Firm:   $5,000,000
Assets Managed by Advisor:   $5,000,000


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   100,000
Compensation Methods:   Hourly , Flat Fee , Based on Assets
Fee % Based on Assets:   Varies
Hourly Rate:   $125
Flat Fee Rate:   Varies
Minimum Fee Charged for Managed Accounts:   Varies
Minimum Fee Charged for Hourly Planning Accounts:   $125
Minimum Fee Charged for Flat Fee Accounts:   $125



FAQs

  • Do you have a customer satisfaction or refund policy? I do not have a specific policy that would provide a refund; however, my goal is to make sure that my clients are more than satisified with my services.
  • What are your qualifications? What is your education background? I have more than 20 years of experience in the financial services industry working as fee-only financial advisor, VP of a Marin County investment advisor managing about $80,000,000 in client assets, stock broker for a national brokerage firm, retirement analyst for Sonoma County Employee?s Retirement System. CERTIFIED FINANCIAL PLANNER? - 2001 B.A. Management - Sonoma State University
  • What services do you offer? Asset management; Investment recommendations and implementation; Retirement projections; Strategies to provide income in retirement; Portfolio review/second opinion; College planning/savings; Budgeting, debt reduction and cash-flow management; Buying a home; Mortgage refinancing.
  • How many clients do you currently manage? I currently manage the portfolios for 6 clients totaling approximately $5,000,000.
  • Will you be the only person working with me? Yes. I perform all planning and investment related activities.
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Greg Porter

Greg Porter

CERTIFIED FINANCIAL PLANNER™ Certificant, CSA

Compensation Arrangements

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