Greg Helser earned a B.S. Finance degree, cum laude, from Golden Gate University in San Francisco in 1988 and earned a Master of Business Administration degree in 1996 from Saint Mary's College of California, in Moraga, California.

In April 2009, Greg completed the CERTIFIED FINANCIAL PLANNER™ (CFP®)* Certification Professional Education Program from the College for Financial Planning in Denver, Colorado. He passed the July 2009, CFP Certification Examination and is now a candidate for the CFP Board's certification. Greg joined the National Association of Personal Financial Advisors (NAPFA) in 2009 and regularly participates in the chapter's NORCAL Study Group.

Greg was employed by Wells Fargo from 1992 until early 2009. His final position was as a Project Manager in the Technology Services Group. Prior to that he worked as an Operational Risk Consultant in Technology and Enterprise Services at Wells, and from 1997 through mid-2003 Greg was employed at Wells Fargo as lead Compliance Consultant for the Bank's Corporate Properties Group.

While registration as a Registered Investment Advisor doesn't imply a specific level of skill or training, it is available to those who pass the Series 65 test, the Uniform Investment Advisor Law Examination, offered by the North American Securities Administrators Association (NASAA). Greg passed the Series 65 Exam in April of 2010 and is currently registered with the California Department of Corporations as a Registered Investment Advisor.

Greg Helser adheres to the Code of Ethics and Professional Responsibility (Code of Ethics) adopted by the Certified Financial Planner Board of Standards, Inc. and accepts the obligation not only to comply with the mandates and requirements of all applicable laws and regulations but also to take responsibility to act in an ethical and professionally responsible manner in all professional services and activities. We will provide a copy of the Code of Ethics to any client or prospective client upon request, and it can also be obtained at the website www.cfp.net.

* CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.