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portrait of Gregory Day
FINANCIAL ADVISOR

Gregory Day

CFP®, ChFC®, CIMA®, CRPC™, CRPS™
307 Marine Avenue Suite 8, Newport Beach, CA 92662opens in a new window
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About Gregory

Some say financial advisors are all the same. My clients would tell you that’s simply not the case. In today’s service-deprived world, I have a CFP® designation, hold an MBA from Northwestern's Kellogg School of Management and I'm a prior successful business owner who understands at a deep level why effective planning is crucial for long-term success. I strive to provide a noticeably different, personalized client experience.

Working with individual investors and small and midsize business owners, I help you navigate our complex financial landscape. As a financial advisor with many years providing coaching, I offer guidance for
• Helping you achieve...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances

Work History

  • Edward JonesFebruary 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CIMA®

    Certified Investment Management Analyst®

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Kellogg Sch of ManagementMaster of Business Admin
  • Univ of California-BerkeleyBachelor of Arts

Personal Interests

  • Dancing
  • Spending Time with Family
  • Yoga
  • Cooking
  • Hiking

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 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(949) 723-0267

Fax

(888) 302-9134

Office Address

307 Marine Avenue Suite 8
Newport Beach, CA 92662opens in a new window

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