Gregory Wendt

Gregory Wendt, CFP®

Senior Wealth Advisor | ESG & Impact Investing Strategy

Gregory's Bio

I help people see, recognize and create value.

When I discovered the paradigm of sustainable development, I saw it as a viable alternative to our current capital markets mindset as taught in university economic departments.

Ever since I have enjoyed expressing my gifts across a range of themes:

* personal development psychology
* sustainable wealth management
* regenerative economic development
* green economy
* business innovation

This has made me a student of the history of the philosophy of finance. Now my focus is to integrate best practices for a regenerative economy, from ideas into collective action. To create an economy of mutual blessings.

I serve a range of clients who are investors, leaders and projects which create better thinking, tools and systems for humanity.

I am most intrigued by people and projects to evolve financial markets, social equity and economic systems to create shared prosperity and thriving for all people and all life. And groups who recognize the context of life on this planet who see we are not part of the world, yet see the World as all the parts of us.

Since my college days my roles and relationships have expanded with a growing circle of friends and clients who express their vision for a better world. My intensely curious mind led me to study various schools of thought from economics to computer science, biology to meditation and wisdom traditions, and a deep curiosity about existential philosophies of the nature of consciousness. Then I built my expertise while working with several large and small investment banks, financial institutions and think tanks.

I am beyond grateful to the women and men who are my mentors, whose insights and gifts inspire me every day.

Today I and my circle of friends weave across the world to serve and evolve humanity through a range of circles, groups, think tanks, investment networks, families, social enterprises, indigenous, regenerative agriculture, social innovation, feminine leadership , etc, through our activities toward implementing the most advanced practices to achieve the sustainable development goals. Please reach out to connect anytime you feel I can add value to your efforts.

Being a Southern California native, I have celebrated living in Santa Monica since I moved here in 1983. I love creating art, savoring rare aged teas, cooking for loved ones, long walks, ocean swimming, esoteric philosophy, meditation, yoga, surfing and photography…

My aim is to express my passion for personal development and human evolution into every moment with every relationship.

Gregory's Team