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About
Paffendorf Wealth Management Group of Wells Fargo Advisors wants to help you succeed financially through a better understanding of topics from investing and retirement to estate planning strategies and wealth preservation. We strive to provide excellent customer service and empower you to be a confident investor.
J. Greg Paffendorf Sr., CFP, CPWA, CEPA
Managing Director - Investments
CA Insurance License Number: 0E14355. Resident State: CA.
Business Text: 858.283.4509
Cell: 619.964.8281
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.
Business Text: 858.283.4509
Cell: 619.964.8281
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.
Eugene Plahotnii
Registered Client AssociateCA Insurance License Number: 4219991. Resident State: CA.
Focus
Eugene Plahotnii is a seasoned financial professional with over a decade of experience in the wealth management industry. His focus is on investment planning, with emphasis on advanced estate planning and charitable giving. Among other key responsibilities he is responsible for analyzing and preparing estate strategies, opening new accounts, and managing existing client relationships.
Background and Experience
Prior to joining Paffendorf Wealth Management Group of Wells Fargo Advisors, Eugene's extensive background in the financial industry began in 2013 when he joined a private boutique firm in San Diego serving clients in both San Diego and the San Francisco Bay Area. Throughout his career, Eugene has consistently provided exceptional service to clients, which has contributed to his reputation as a trusted consultant.
In 2016, Eugene obtained his FINRA Series 7 & 66 securities registrations, which allowed him to expand his expertise in the industry. In 2022, he received his California Life, Health & Accident Insurance Licenses, demonstrating his commitment to ongoing professional development.
Originally from the Republic of Moldova, Eugene graduated from high school before obtaining his university degree in Accounting & Business Administration from Romania. He then moved to Arizona in 2007, where he started his professional journey. Eugene currently resides in San Diego with his wife and three-year-old son.
Away from the office
When he is not working, Eugene enjoys traveling, exploring different cultures, and is a car enthusiast. He also enjoys spending time outdoors, including walking and swimming. Eugene cherishes time spent with his family and friends and values the importance of work-life balance.
Focus
Eugene Plahotnii is a seasoned financial professional with over a decade of experience in the wealth management industry. His focus is on investment planning, with emphasis on advanced estate planning and charitable giving. Among other key responsibilities he is responsible for analyzing and preparing estate strategies, opening new accounts, and managing existing client relationships.
Background and Experience
Prior to joining Paffendorf Wealth Management Group of Wells Fargo Advisors, Eugene's extensive background in the financial industry began in 2013 when he joined a private boutique firm in San Diego serving clients in both San Diego and the San Francisco Bay Area. Throughout his career, Eugene has consistently provided exceptional service to clients, which has contributed to his reputation as a trusted consultant.
In 2016, Eugene obtained his FINRA Series 7 & 66 securities registrations, which allowed him to expand his expertise in the industry. In 2022, he received his California Life, Health & Accident Insurance Licenses, demonstrating his commitment to ongoing professional development.
Originally from the Republic of Moldova, Eugene graduated from high school before obtaining his university degree in Accounting & Business Administration from Romania. He then moved to Arizona in 2007, where he started his professional journey. Eugene currently resides in San Diego with his wife and three-year-old son.
Away from the office
When he is not working, Eugene enjoys traveling, exploring different cultures, and is a car enthusiast. He also enjoys spending time outdoors, including walking and swimming. Eugene cherishes time spent with his family and friends and values the importance of work-life balance.