Founder of both Desmond Wealth Management and Desmond Consulting Group, Greg is a successful CPA and Certified Financial Planner (CFP)® with over 35 years of experience. He has earned the CPA specialty designation of Personal Financial Specialist (PFS), a designation held by less than 5,000 CPAs nationwide.

With the increased demand of clients seeking a trusted advisor, Greg founded both companies to serve as a personal CFO, taking care of all the critical areas of a client’s financial picture – income taxes, IRA and Pension distributions, investment portfolio design and maintenance, retirement income, estate planning, business formation, and planning.

Greg is an active board member and sits on the CalCPA State Personal Financial Planning Committee. He is a member of the American Institute of Certified Public Accountants, and the Estate Planning Council of Diablo Valley. Greg has been a guest expert on KRON4 News, San Francisco for their financial planning forum feature to educate investors and offer investment insight. He has also been interviewed by Leslie Brinkley for Channel 7 (KGO) News commenting on the effects of markets on retirees.

Greg received a Bachelor’s Degree in Economics from UC Santa Barbara and now resides in the Bay Area where he enjoys golf, cycling, skiing, crafting wood furniture, wine collecting, jazz, and volunteerism. His favorite philanthropies are Komen for the Cure, Contra Costa Food Bank, and ARF.

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