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Portland - SW 5th Avenue | Suite 2325

Greg Warner

CFP®, MBA

Senior Wealth Advisor

1211 SW 5th Ave, Suite 2325
Portland, OR 97204

Greg Warner

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Greg Warner

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • MBA – Master of Business Administration

About Greg

With more than 25 years of experience in personal finance, Greg specializes in advising clients on concentrated stock positions, stock options (ISOs & NQSOs), Restricted Stock Units, and tax mitigation strategies. Greg co-founded Hines Warner Wealth Management in 2007, serving as vice president and chief investment officer for more than 12 years.

A passionate advocate for improving health span, Greg believes that health is a pillar of true wealth. An avid outdoorsman, he enjoys backcountry camping, fly fishing, skiing, and exploring the mountains with his family.

Education and Professional Milestones

  • Portland State University – Master’s in Business Administration
  • University of Oregon – Bachelor's Degree
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