Greg Friedman

Gregory H. Friedman, MS, CFP

Co-founder and President, Private Ocean

Founder and President, Junxure

Greg is co-founder and president of Private Ocean, one of the West Coast's leading wealth management firms. He’s also founder and president of Junxure, a practice improvement firm that integrates software, training and consulting to help advisors streamline operations, deliver exceptional client service and grow their practices intelligently.

Greg is widely recognized as one of the nation’s top financial advisors. In 2008, Financial Planning Magazine named him to their elite list of “Movers and Shakers.” In 2008 and 2009, Investment Advisor Magazine included Greg in its list of Top 25 most influential financial advisors. He is one of a select few advisors to be named in consecutive years. In 2008, Charles Schwab Institutional presented Greg’s previous firm, Friedman & Associates, with its prestigious IMPACT Award™ for “Best in Tech”. Most recently, Financial Planning honored Greg with one of its Influencer Awards, presented to six advisors “whose innovative ideas and wide-reaching work are forging new paths for the planning industry.”