Wake up and dream

Wednesday, July 18, 2012

Embracing the full potential of who we are, now.

Posted by Gregory Wendt at 4:45 PM No comments: Links to this post
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About Me

My photo
Gregory Wendt
I am here to serve the evolution of humanity,
and it starts with me evolving within myself. I’m grateful to
be of service to others in the realms of applied systems
thinking, investments, finance, economic development, and
environmental sustainability. I’m passionate about health,
food, well being, poetry and shaping communities around
good ideas. I am always striving to improve the way that I
show up in the world, and as I expand in love, success and
abundance, I aim to inspire others to do the same.
you can learn more about me and my efforts on www.gregwendt.com

As a veteran financial advisor, economist and Certified Financial Planner, Greg is considered a thought leader in his field of sustainable and responsible investing, also known as impact investing. Greg is head of the west coast office and Senior Wealth Advisor with StakeHolders Capital, a boutique registered investment advisory firm specializing in Impact Investing and Sustainable Wealth Management. 

Since 1991 Greg has advised clients who want to align their wealth through investments that reflect their priorities and concerns for a better world. Greg built his expertise in major Wall Street firms Smith Barney, UBS, and Prudential Securities and EP Wealth Advisors. Greg is Founder of two non-profit efforts Green Business Networking and Green Economy Think Tank. 

Greg is a contributor to the book "Creating Good Work: The World's Leading Social Entrepreneurs Show How to Build a Healthy Economy." His speaking and media appearances include "Business Rockstars" on KFWB News 980 Radio, “Living with Ed” on Home and Garden Television, Air America Radio, Business Ethics magazine, Daily Variety, LA Times, Financial Planning Magazine and Yogi Times Magazine.

Greg is a member of the California Financial Opportunities Roundtable, a select group of experts convened by the Federal Reserve Bank of San Francisco and the USDA Economic Development to increase Impact Investing in California. As a an advisor, he helps startups with strategic planning, market development and partnerships. Greg is Capital Action Team Co-Chair for the California Economic Summit.

Greg is a native of So Cal, and has lived in Santa Monica since 1983. He enjoys gourmet organic cooking with friends, hiking, swimming, biking, reading, writing, camping, amateur photography, rare aged teas, meditation, yoga and surfing. He combines his experience with a passion for philosophy, meditation and yoga to bring the perspective of Consciousness to the world of sustainability, economics and wealth management.


View my complete profile

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  • Greg's other blog "Sustainable Wealth"
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