Specialties
About Me
I have dedicated my career to helping individuals, families, and businesses achieve their financial goals.
With multiple prestigious certifications and an MBA from Northwestern University's Kellogg School of Management, I bring both academic rigor and practical experience to every client relationship. Being a former successful business owner gives me unique insights into the needs of entrepreneurs and business owners, from startup through succession planning. From this experience, I understand firsthand the challenges of building and maintaining wealth. My background as a professional dancer for over 30 years, has taught me discipline, attention to detail, and the importance of consistent practice - qualities I bring to financial planning.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, CIMA, ChFC, CRPC, CRPS
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Gregory Day is a financial advisor with Balboa Wealth. Investment products and services are offered through our registered investment advisor platform. This is for informational purposes only and does not constitute a complete description of our services or performance. Past performance is not indicative of future results.