By Greg Gorski, CFP®
We are thrilled to announce the launch of our updated newsletter! Our Owl & Ore Wealth Planning team is dedicated to delivering more value to you, and our newsletter is designed to do just that by offering you information, resources, and updates to help you pursue your financial goals.
Our newsletter features a clean, uncluttered design with featured content. We’ll post articles regularly and keep you up to date on news and events via email and social media. We invite you to share content with friends, family, and coworkers as well as give us any feedback you may have. We hope you enjoy our updated newsletter! Subscribe here now!
If you have any questions about how we work and what we offer, please don’t hesitate to schedule a complimentary consultation by contacting us at 925.719.9297 or firstname.lastname@example.org. We are always here for you!
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.