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About Us – The Wealth Pilot | (805) 541-8444

Active Management

With Success

Phone

(805) 541-8444

Greg Franklin – Constant pursuit in successful Active Money Management

Greg Franklin Wealth Management AdvisorGreg Franklin is owner of The Wealth Pilot. Greg began his asset wealth management career in 1984 after earning both his Bachelor’s and Master’s degrees in business management and economic programs. Although he has been helping clients with their financial affairs for nearly three decades, Greg always seeks additional knowledge whenever possible. Among the most notable achievements is Greg’s certification as an Accredited Asset Management Specialist (AAMS) through the College for Financial Planning. As a wealth management advisor, his depth of understanding the markets has allowed Greg to be one of the few financial industry advisors who truly have a sense for what is working and what isn’t. A desire for strong client relationships with the personalized service received from Greg and his staff will give you the confidence it takes to be successful in a fast changing environment.

The world changes quickly, this is evident in almost everything that surrounds us. If you are managing your money utilizing “successful ideas of the past,” you’re likely not having the experience you might expect. Greg understands that our economic and life situations are unique for all of us; however, none of us have 20 years to “wait out” market corrections and downturns. Greg understands that you want results and at the same time, desire to utilize a successful process proven to help protect your assets. Greg’s pursuit of combining technology with quantitative and technical processes is what turns uncertainty into a greater propensity for financial success.

Greg is from Bakersfield, CA and has been located on the Central Coast of California for almost 20 years. In his words, “there’s not a better place to live and work.” He has two daughters, Brandi and Jenna, and lives in Arroyo Grande, CA with his wife Lisa. Check the background of this investment professional on FINRA’s BrokerCheck at http://brokercheck.finra.org

 

Sherry King – Office Manager

Sherry King is our Office Manager for the Wealth Pilot. She is responsible for all client service and relationship management; her range of prior administrative opportunities as well as depth of understanding the service needs of investors keeps the office running. Sherry’s efforts make her a valuable and desirable member of the Wealth Pilot team as she is assisting clients, all while enhancing customer satisfaction. She has one top goal and she’ll tell you… “take care of the client.”

Raised a proud citizen of Wisconsin, Sherry brings a sincere, strong Midwest work ethic to all she endeavors. Aside from her organizational and technical skills, she offers professional seamstress services to a large, top notch equestrian show coat company. And if you ask her about her favorite investment?… it’s definitely her five children and six grandchildren. Sherry resides in beautiful Los Osos, CA where she enjoys keeping a nice yard that backs up to a breath-taking view of the Seven Sisters.