Greg Wambolt is the founder of Wambolt & Associates. He has been working as a Senior Wealth Advisor for 30 years with a vision and passion for creating a firm centered around a team approach. He believes that everyone deserves access to advisors who listen to the needs of their clients, take their financial goals seriously, and deliver actionable solutions.
Greg and his multi-advisor team are dedicated to guiding clients to achieve their specific goals and help make those challenging decisions that we all face on this financial journey. He has built long lasting, meaningful relationships with his clients through the trust and confidence in the work that Greg and his team provide.
He holds a Business Degree from Western State College where he was actively involved in skiing and track. Greg is a Certified Financial Planner (CFP), a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
Outside of the office, Greg is an avid outdoorsman. He enjoys fly fishing, clay sport shooting, hunting and biking. You can find Greg taking clients on fishing outings, participating in local sporting events and traveling with clients to some amazing fly fishing destinations.
Certified Financial Planner ™ (CFP ®)
Chartered Life Underwriter® (CLU®) designation
Chartered Financial Consultant® (ChFC®) designation