Bud Green

Principal, Wealth Advisor

Areas of Expertise

Goal Alignment

Asset Allocation

Retirement Planning

Estate Planning

Qualifications & Experience

Certified Investment Management Analyst (CIMA^®)
Accredited Investment Fiduciary™ (AIF^®)
BA in Economics, University of California, Davis

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Culver City, CA

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Words to Live By

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Team Members

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About

Bud Green is a seasoned investment professional with more than three decades of experience in financial analysis, portfolio management, and retirement plan consulting. He began his career in 1985 as a Securities Analyst after earning a degree in Economics from the University of California, Davis, and has been dedicated to helping clients make informed, confident financial decisions ever since.

Bud holds both the Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary™ (AIF®) designations.