Greg Friedman is the Chief Strategy Officer of Wealthspire Advisors and the West Region Leader.

Formerly the co-founder and CEO of Private Ocean Wealth Management, as well as the co-founder of Junxure CRM, Greg has served the financial services industry for over three decades as a champion for advisors and an advocate for innovative financial technology. He has won countless awards for his work, including the Schwab IMPACT® award for Best-in-Tech in 2007.

Greg was also recognized in InvestmentNews‘ 2017 Class of Icons and Innovators for his contribution to the advancement of the financial advice profession and for conceiving new ideas and tools that have propelled the industry forward. In 2018, Greg was named CEO of the Year at the WealthManagement.com Industry Awards. In 2020, he was named a Non-profit Leader by North Bay Business Journal for his work on the Board at The Marine Mammal Center.

Greg is the author of three books for financial advisors and leaders – Advisory Leadership: Using the Seven Steps of Heart Culture to Create Lasting Success for Any Wealth Management FirmThe Financial Advisor M&A Guidebook: Best Practices, Tools, and Resources for Technology Integration and Beyond, and Integrating Culture in Successful RIA Mergers and Acquisitions.

Previous Experience

  • CEO and Co-Founder of Private Ocean Wealth Management

Education & Credentials

  • Certified Financial Planner™ 
  • MS, Golden Gate University, Financial Planning, Emphasis on Taxation
  • BA, University of California at San Diego, Economics

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.