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portrait of Greg Strite
FINANCIAL ADVISOR

Greg Strite

CFP®, CIMA®, AAMS™
20011 Ballinger Way N E, Suite 201, Shoreline, WA 98155opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

About Greg

We help our clients craft an image of what they want their lives to be like and then we help them attain it.

We do this through three pillars: We simplify our clients’ lives, we help navigate our clients to their goals, and we help our clients live robust lives.

1) Our clients have full schedules with serious responsibilities, and my team's job is to provide capacity to their lives. They appreciate our hands-off investment approach, focused on protecting and prudently growing their wealth.

2) We help our clients navigate an ever-changing world, guiding them to their goals in a world in constant...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations

Work History

  • Edward JonesDecember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Saint Josephs UniversityMasters
  • Univ of WashingtonBachelors

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Health & Nutrition
  • Reading
  • Golfing

Team Members

  • Anne Mwaura
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(206) 361-3712

Fax

(877) 479-4371

Office Address

20011 Ballinger Way N E
Suite 201
Shoreline, WA 98155opens in a new window

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