Episode 139 - Greg Patterson - CEO of The Advisory Group & Wealth/Life Strategy Advisor


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Greg Patterson is the CEO of the Advisory Group, an independent financial advisory firm based in San Francisco which manages over one billion dollars in assets. He’s also an incredible athlete who recently qualified for the Ironman World Championship in Kona. Greg helps his clients identify their life goals and designs financial plans that make it easier for them to create the lifestyles they want. He believes that many of the lessons he’s learned from triathlon training can also be applied to financial planning, and he encourages his clients to think ahead, challenge their limiting beliefs and commit to achieving their ‘impossible’ goals.

162 episodes