Why I Became A Financial Advisor
By Greg Gorski, CFP®
Becoming a financial advisor was not my original career path. Growing up, managing money and planning for the future was not a common topic of conversation in my family, and the idea of working in the financial industry wasn’t on my radar. What was top of mind, though, was having a career where I could make an impact on people’s lives. That’s why I originally considered a career in politics. I studied political science and economics at American University in Washington, D.C., and entered the political world—until seeds of a future career in the financial world were planted.
After graduating, I went to work with a state-level lobbying firm, before being convinced by a close friend’s father-in law to consider a career in financial planning. I had the incredible opportunity to help others accomplish their financial goals, which sparked my passion for the importance of financial security and gave me a clear vision for how I could make the difference I longed to make.
During my first few years in the industry, I worked for a couple of larger financial institutions, building a wealth of knowledge and moving up the ranks because of my commitment to my customers. My desire to help people meet their financial goals, increase and preserve their wealth, and minimize taxes didn’t go unnoticed. As I moved into the role of financial advisor, I wanted to do more than manage investments—I wanted to provide a comprehensive approach to help my clients cover all their financial bases and build a strong foundation for the future.
My Career Today
After 8 years in the industry, I founded Owl & Ore Wealth Planning. Now with 14 years of experience as a financial planner, I am dedicated to educating clients so they can make empowered wealth accumulation, retirement planning, and legacy planning decisions. I am passionate about partnering with clients, doing the heavy lifting of financial management so they can spend their time and energy on the people and things they care about.
Why I Love What I Do
I never wanted to be a salesperson. My goal is to be my clients’ financial advocate. I build plans based on each individual’s unique situation and help replace their uncertainty with confidence. The effects of building wealth and gaining financial security are multi-generational, and I have the pleasure of witnessing families grow in their knowledge and watching them achieve their financial goals. It is incredibly rewarding.
Are You Ready For A Different Financial Future?
Achieving personal and multi-generational financial goals is much easier when you aren’t alone in the process. If you want to get to know us a little better, call 925.719.9297 or email email@example.com to schedule an introductory appointment. We can’t wait to help you find the path to claim your future.
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.