Gregory Eissner

Greg Eissner is a CERTIFIED FINANCIAL PLANNER^® practitioner and Owner of Eissner Financial, where he has specialized in financial planning and wealth management since 1991. He partners with high-net-worth individuals and businesses to design and implement tailored financial strategies that support their goals, protect their assets, and create long-term financial independence. Greg’s expertise lies in bringing clarity and direction to complex financial decisions so his clients can focus on what matters most in their lives.

Greg’s passion for guiding others toward financial success was shaped early on, after seeing how poor financial choices impacted people close to him. He believes financial independence gives clients the freedom to pursue their life’s purpose and dreams with confidence. To provide the highest level of guidance, Greg earned a BS in Finance from San Jose State University, the CERTIFIED FINANCIAL PLANNER^® designation through the University of Denver, the Accredited Investment Fiduciary^® designation, and an MS in Financial Services from the Institute of Business & Finance. He is an active member of the Financial Planning Association, maintains FINRA Series 6, 7, 24, and 63 securities registrations, and is licensed for insurance in California (CA Insurance Lic. # 0B01139).

Beyond his professional life, Greg and his wife, Jennifer, have been married since 2003 and are the proud parents of two sons, Drew and AJ. When not advising clients, Greg can often be found golfing, reading, watching sports, or spending time with his family. He is also engaged in his community and is an active member of his church.