Gregory A. Gorski

OWL AND ORE WEALTH PLANNING

Pleasant Hill, CA 94523

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CRD#: 5251327

Professional summary

Gregory Alexander Gorski, CFP® is a registered financial advisor currently at OWL AND ORE WEALTH PLANNING located in Pleasant Hill, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Greg is a New England transplant who resides in Walnut Creek, CA with his wife, Becca, daughter, Caitlin and son, Theo.  When not spending time with family, friends or clients, Greg is taking part in any form of competitive activity (from board games to team sports) or spending time in the kitchen, developing the next great foodie treat.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Tax Planning

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Do you have an area of expertise or specialization?

College/Education Planning

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Alexander Gorski's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 9, 2016 - Present

OWL AND ORE WEALTH PLANNING

Office #1: 3478 Buskirk Ave #1000, Pleasant Hill, CA 94523

RIA

CRD#: 6363

WALNUT CREEK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/9/2016)

IAR

Texas
(2/24/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/9/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/4/2007

General Securities Representative Examination

Current Firm

OWL AND ORE WEALTH PLANNING

BLUE SKY FINANCIAL GROUP | OWL AND ORE WEALTH PLANNING | OWL AND ORE LLC | GORSKI, GREGORY ALEXANDER

CRD#: 283734 / SEC#:

California

Registered Investment Advisory firm - (6/9/2016 Approved)

Texas

Registered Investment Advisory firm - (2/24/2020 Conditional Restricted)

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Contact information

Main Address

3478 Buskirk Ave #1000, Pleasant Hill, CA 94523

Mailing Address

Phone number

(925) 719-9297

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 49,029,520

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Gregory A. Gorski

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Alexander Gorski's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/9/2007

SIE

Date: 6/8/2016

Series 7

Date: 1/4/2007

Current Firm

OWL AND ORE WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OWL AND ORE WEALTH PLANNING

TRUST BUT VERIFY

Contact information

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