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Greg Wells

@GregWells_EP

Financial Advisor focused on helping people plan and invest to achieve their life goals. Recovering professional golfer. Happy husband, father, and dog owner.

 Palos Verdes Estates, CA
epwealth.com/our-team/torrance/greg-wells-certified-financial-planner/
Joined May 2016
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synergizepodcast.com/episode…
Fairways, Roughs, and the Advisor’s Grind

Fairways, Roughs, and the Advisor’s Grind

Greg Wells shares his early experiences striving toward the PGA and why consistency, planning, and follow-through are cornerstones for golf and advisors.

synergizepodcast.com
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'You're always in the hole': Why Greg Wells left the pro golf circuit for financial planning citywire.com/ria/news/youre-…
'You're always in the hole': Why Greg Wells left the pro golf circuit for financial planning

'You're always in the hole': Why Greg Wells left the pro golf circuit for financial planning

A current regional director and partner at California RIA EP Wealth Advisors, Wells spent time playing professional golf in the pre-Recession years.

citywire.com
31
Always fun to share the story of how I went from golf to the financial world... barrons.com/advisor/articles…

These Successful Financial Advisors Had Surprising First Careers

Financial advisors tell Barron’s Advisor how they joined the industry from the worlds of sports, music, journalism, and more.

barrons.com
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Are RIA Firms Growing Too Fast? The Story Behind The Trend barrons.com/articles/are-ria… via @BarronsOnline
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