Gregory H. Friedman,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory H. Friedman, CFP®

President & Founder

Private Ocean

100 Smith Ranch Rd., Ste 300
San Rafael, CA 94903
(415) 526-2900

General

Gregory Friedman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Private Ocean in San Rafael, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth

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