Greg Banner brings over three decades of experience as a Certified Financial Planner® to Asset Preservation Strategies. He specializes in working collaboratively with high net worth individuals, entrepreneurs, and business owners, providing comprehensive planning services including: family office services, business growth strategies, business exit strategies, asset management, retirement planning, tax reduction strategies, insurance, estate planning strategies, and asset protection for both individuals and businesses. Greg is passionate about using his unparalleled industry knowledge, connections and resources to help individuals get more out of their lives. His dedication to serving others is rooted in the relationships he builds with clients, and his commitment to putting others first. Greg helps quarterback planning, protecting and investing efforts so that his clientele can build generational wealth with intention and thrive. This has resulted in a variety of situations where he has been called upon to act as a family CFO. He has also developed a unique niche in working with real estate developers, and with private equity and alternative investments to create varied income strategies.
Additionally, Greg shares his expertise with other industry professionals, both locally and nationally, through various speaking engagements and training opportunities with organizations such as IMN Family Office Network, Business Enterprise Institute, Exit Planning Institute, Southern California Institute, Founders Group, and Laureate Wealth Strategies.
Outside of his wealth management practice, Greg was a professional sports photographer for many years. He was an official photographer for the NFL, Getty images, and several trading card companies and magazines, with his work published in global sports magazines and advertisements. Greg is still an active professional photographer shooting nature and air to air warbird aviation to keep his life energized. He is also a committed member of his church, and believes in serving his community so he can create opportunities for others to build their wealth so they can make a difference in both the community and the world.
Greg is an Investment Advisor Representative with Belpointe Asset Management, LLC and is licensed as an insurance broker. He holds a California Registered Tax Preparer (CRTP) license and is authorized to provide tax advice and recommend tax planning strategies. Greg is a member of the Business Enterprise Institute and also holds a Chartered Life Underwriter (CLU®) designation. Additionally, Greg has completed the Advanced Wealth Strategist Planner Program and is endowed as a full Fellow of the Southern California Institute.