Greg Warner, MBA, CFP®
Principal, Wealth Advisor
Greg co-leads our Portland office and is a Principal and shareholder in Vista Wealth Management Group, LLC which is headquartered in Palo Alto, CA. Prior to our merger with Vista in 2019, Greg was the co-founder of Hines Warner Wealth Management, where he served as Vice President and Chief Investment Officer for twelve years. A 20 year industry veteran, he specializes in financial planning and stewarding investment plans for high net worth families and business owners. Greg believes that trust is the key ingredient in a successful client partnership and works hard to earn that trust every single day. His philosophy is to be an educator first and foremost, empowering clients with the knowledge they need to make the best decisions for their financial lives. Greg is a CERTIFIED FINANCIAL PLANNER™ professional, has a Masters in Business Administration, and holds a Series 65 securities license. He is actively involved in the community and currently serves on the board Directors for Volunteers of America® Oregon, and the Resource Development Committee for The Circus Project. He previously served on the Board of CARES Northwest. Greg resides in Portland with his family.
University of Oregon.
Bachelor of Science, Business Administration.
Portland State University.
Master of Business Administration.
Resource Development Board Member.
Resource Development Committee Member.
503.292.2775 | firstname.lastname@example.org