Greg Wells

Greg Wells, CFP®, is a Regional Director and Partner at EP Wealth Advisors, where the focus is on managing the South Bay Advisory Team and assisting clients in achieving their financial goals. With extensive experience in financial planning, wealth advisory, and investment management, Greg has held roles as Senior Vice President and Vice President at the firm since April 2010. Prior to this, Greg was a Sales Consultant at Paychex, where responsibilities included presenting payroll and human resources services and developing referral relationships. Greg also has experience as a Professional Golfer on various tours in North America, Canada, and Mexico, and worked in sales and marketing at Lime Energy. Greg holds a Bachelor of Arts in Social Sciences from UC Santa Barbara, obtained in 2006, and graduated from Glendora High School in 2001.