Greg Banner brings over three decades of experience as a Certified Financial Planner® and serves as Chief Executive Officer of Asset Preservation Strategies. His work centers on providing coordinated financial planning for high-net-worth individuals, entrepreneurs, and business owners. Greg’s areas of focus include family office services, business growth and exit strategies, tax optimization, estate planning, and asset protection.
Greg is often called upon to serve as a “family CFO,” helping clients navigate complexity with clarity and intention. He has developed a unique niche in working with real estate developers and in crafting income strategies using private equity and other alternative investments. Greg’s approach combines deep technical knowledge with a relationship-driven mindset, allowing clients to align their financial strategies with long-term goals.
Greg also shares his expertise nationally through speaking and training engagements with organizations such as IMN Real Estate Family Office, the Business Enterprise Institute, Exit Planning Institute, Southern California Institute, Founders Group, and Laureate Wealth Strategies.
Beyond his work in finance, Greg is a professional photographer with a background in sports photography, including years as an official NFL photographer. Today, he enjoys shooting nature and aviation. He is also a dedicated community member and serves through his church and other local initiatives.
Greg is an Investment Advisor Representative with Belpointe Asset Management, LLC, a licensed insurance broker, and a California Registered Tax Preparer (CRTP). He holds the Chartered Life Underwriter (CLU®) designation and is a full Fellow of the Southern California Institute, having completed its Advanced Wealth Strategist Planner Program.