With more than 30 years of experience in public accounting, Greg’s areas of expertise include audits, reviews and compilations, personal and corporate financial planning and wealth preservation, investment strategies, business advising, strategic growth strategies, profitability analysis, internal control analysis and fraud prevention.
The industries that Greg has developed a specialty include manufacturing, wholesale distribution, and healthcare. In the healthcare industry, Greg’s clients consist primarily of multiple physician medical practices, out-patient surgery and urgent care centers and related ancillary services. He specializes in practice mergers, compensation and budget planning, internal controls, fraud prevention, lending negotiations and physician retirement planning.
Professional and Civic Involvement:
Firm member, Prime Global
Member, American Institute of Certified Public Accountants (AICPA)
Member, California Society of Certified Public Accountants (CalCPA)
Member, Beta Alpha Psi, National Accounting Honors Society
Member, Rotary Club of Anaheim
Founder, Advanced Planning For Doctors – Healthcare Resource Group
Board of Directors, Santa Ana Workforce Investment Board
Designation, Certified Financial Planner (CFP)
Designation, Personal Financial Specialist (PFS)
Series 7 securities license
Registered Representative and a Licensed Life Agent
B.A. degree in Business Administration with an Accounting and Finance emphasis, California State University, Fullerton