Owl and Ore Wealth Planning
(15 Reviews)
A Fee Only Financial Advisors in Pleasant Hill, CA, specializing in employee equity compensation. Incentive Stock Options, Restricted Stock Units, Stock Purchasing Plans and more. Schedule a planning discussion today!
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In Business Since 2020
Sentiment Analysis
He always explains things in a way that we understand, and makes the daunting idea of planning for our future much easier.
Greg works tirelessly on behalf of his clients, and his breadth of knowledge makes us feel confident and assured in the final decisions we make.
He’s reliable and trustworthy and I would recommend him to anybody.
Greg has helped us to better understand how to think long-term about our finances, while aligning our resources to what brings us the most joy in the short term as well.
Gives us good advice but also listens to input from us on what industries to move our funds too.
His expertise and advice have helped my husband and I make informed financial decisions and plan for our future.
I feel so taken care of by him that I no longer stress about money or retirement.
Knowing that we've got meetings coming up with him, and that he's abreast of upcoming regulatory changes as well as our specific situation, means we worry a lot less!
Always keeps you informed of new tax laws, federal or state, and of any new law that could or would be financially impactful.
Owl and Ore has respected our financial goals and helped us reach them.
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