Greg Friedman, MS

Senior Strategic Advisor

Greg Friedman is a Senior Strategic Advisor of Wealthspire Advisors.

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 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. In 2023, he was named by the Financial Planning Association (FPA®) as a recipient of the Heart of Financial Planning award.

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

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

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.