Greg Friedman, MS, CFP®
The hardest working man in wealth management, Greg Friedman is president of both Junxure and Private Ocean, an innovative West Coast wealth management firm.
Greg is recognized as one of the country’s leading financial planners. He’s well known for leveraging technology in his practice. In 2008, Financial Planning Magazine included Greg in its elite list of financial “Movers and Shakers”. In 2007, Charles Schwab honored him with its prestigious IMPACT Award® for “Best in Tech.” Greg plays a lead role in the movement toward tighter technology integration in the financial planning industry. He is cofounder of Your Silver Bullet, LLC, a community of more than 25 independent software providers whose mission is to accelerate the pace of integration between CRM, financial planning and portfolio and investment management applications.
Greg is a frequent speaker at industry conferences. He also writes on practice management and technology for the Journal of Financial Planning, Personal Financial Planning Monthly and other industry publications. In his spare time, he teaches graduate courses in Financial Planning at Golden Gate University in San Francisco. Greg earned his B.A. in Economics from the University of California at San Diego and his M.S. in Financial Planning with an emphasis on Taxation from Golden Gate University. He holds the Certified Financial Planner (CFP) designation and has been practicing comprehensive financial planning since way back in 1989.
In 2015, Greg authored Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management Firm, a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Greg uses his practice improvement expertise to show you how to master the art of leadership while remaining agile and adaptable.