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Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
Are you nervous about market volatility?
Do you wonder if you are truly prepared for retirement?
Do you have specific questions about your financial plan?
Would you like a second opinion on your investments or retirement plan?
We’re Here to Help
We offer a no-cost introductory Q&A phone call, during which we’ll discuss:
Which financial questions do you have?
What worries you about your financial future?
What are your concerns or goals when it comes to investing?
How can we serve your specific needs?
During our discussion, we’ll address your questions to determine how we can help and if our services fit your needs. If so, we’ll set up a Discovery Meeting to learn more about your values, goals, and objectives.
How to Prepare for Our Call
You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. Use the link below to schedule your call online now!
Get Started Now
Schedule your free introductory phone call today to:
Plan to maximize your financial future.
Get answers to your specific questions.
Find out how we can help you with your dreams and goals.
You may also call 925.719.9297 or email firstname.lastname@example.org.
Greg Gorski is owner and investment advisor representative at Owl & Ore Wealth Planning, a fee-only financial planning firm. With 14 years of experience, Greg specializes in helping families create, prioritize, and work toward their financial goals. He is dedicated to educating clients so they can make empowered wealth accumulation, retirement planning, and legacy planning decisions. Greg is passionate about partnering with clients, doing the heavy lifting of financial management so they spend their time and energy on the people and things they care about. Greg has both a bachelor’s and master’s degree from American University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Greg is a New England transplant who resides in Walnut Creek, CA, with his wife, Becca, and their two children, Caitlin and Theo. When he’s not spending time with family, friends, or clients, Greg can be found taking part in all forms of competitive activity, from board games to golf to team sports, or spending time in the kitchen developing his next culinary treat. He also enjoys building model trains and going on road trips to see the world. To learn more about Greg, connect with him on LinkedIn.