CA Insurance License Number: 0E14355. Resident State: CA. 

Business Text: 858.283.4509
Cell: 858.877.1997

Focus

J. Greg Paffendorf Sr. is a Managing Director of Investments and Senior Financial Advisor at Wells Fargo Advisors in San Diego, CA. He brings extensive experience applicable to working and retired individuals, including high-net-worth families, professionals and executives of public companies, business owners, and career retirement individuals.

Background and experience

Greg's career experience includes retirement cash flow planning, advanced wealth transfer, estate planning, and helping clients secure maximum after-tax proceeds from equity compensation grants. He also specializes in planning retirement income and family cash flows, corporate restructuring, pre-IPO planning, and business exit planning.

Before joining Wells Fargo, Greg was a Senior Financial Advisor at UBS and a Merrill Lynch Executive and Financial Advisor. He started his investment career as a Financial Advisor in Idaho in 1989. Greg was promoted to several management positions at Merrill Lynch, including training at the headquarters on Wall Street and the corporate campus in Princeton, New Jersey. He was later promoted again, leading him and his family to Southern California.

Greg holds several certifications, including CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning, Certified Private Wealth Advisor (CPWA®) from the Investment and Wealth Institute and The University of Chicago Booth School of Business, and Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. He has also completed the CERTIFIED EQUITY PROFESSIONAL (CEP) course offered by Santa Clara University Leavey School of Business, we believe this qualifies him to assist executives with wealth management planning before and after a liquidity event, no matter how complex. Additionally, Greg holds FINRA Series 7, 8, 31, 63, and 65 securities registrations.

Away from office

Greg graduated from Idaho State University and completed courses at the Merrill Lynch corporate campus in Princeton, NJ. Outside of work, he enjoys spending time with his family and participating in outdoor activities. He enjoys golfing, sailing, foreign travel, and real estate investing.