Robert J. (Bob) Greenberg, CFP®

Bob Greenberg helps successful people simplify their lives while striving to build and preserve wealth, and has the unique ability to make major life transitions easier and less stressful.

He has 20 years' experience providing retirement, family wealth planning and investment management consulting for high net worth individuals and families. Bob is a contributing author of Financial Planning for Physicians and Healthcare.

Bob has been recognized for his expertise and has been quoted in national industry publications such as Financial Planning Magazine, Registered Representative, Bloomberg Markets and Ticker. He has also taught classes on retirement planning to accountants at a major national firm.

Bob is very active with the Orange County non-profit community.  He served as Chairman of the Board of the American Heart Association in Orange County and founded the Nonprofit President’s Forum, focused on improving non-profit organizations throughout Orange County. He currently serves as an Ambassador for the Orange County Community Foundation.

A graduate of California State University, Long Beach, he was a founder of that school’s Delta Chi fraternity chapter.  Bob is a Principal of Greenberg|Graham Advisors LLC, an SEC registered investment advisory firm.

He can be reached at rgreenberg@ggadvisors.com or by phone at 714-437-0040.


 

James R. Graham

For the past 20 years, Mr. Graham has consulted with affluent individuals and families on all aspects of family resource management and financial planning. He has experience in the areas of investment planning and management, estate planning and income tax planning.

His clients have included successful entrepreneurs, senior executives, entertainers, professional athletes and beneficiaries.

Most recently Mr. Graham was Director and Senior Client Advisor with Loring Ward Capital Management Inc. in Los Angeles, California. Prior to joining Loring Ward he was Director of Investments at myCFO, Inc. and Southwestern US Regional Director at Deloitte & Touche Investment Advisors LLC.

Mr. Graham received his bachelor degree in finance from Brigham Young University. He and his wife are active in their church and community supporting organizations that protect the interests and well being of children of all ages. Mr. Graham is also a mentor to college seniors planning a career in the financial services industry.

Mr. Graham is a principal of Greenberg|Graham Advisors LLC.

He can be reached at jgraham@ggadvisors.com or by phone at 714-437-0040.


 
 
Simon Reeves, Investment Advisor Representative
 
Simon brings more than 15 years of investment experience to his role as a fee-only wealth manager at Greenberg | Graham Advisors LLC. As a former Wall Street trader, he utilizes his unique investment insight to create globally diversified, tax efficient portfolios based on solid academic research and an in-depth analysis of economic, political, and social developments around the world. Simon specializes in assisting wealthy families and high-net worth individuals to achieve their long-term goals in a holistic, values-based approach. His clients include current and former professionals at the top of their respective fields, including CEOs, entrepreneurs, hedge fund managers, and attorneys.

Simon also currently serves on the Investment Committee of the Board of Directors of Saddleback Memorial Foundation. In this position, he helps one of Orange County’s leading not-for-profit hospital systems to invest its substantial portfolio and further its mission.

Prior to becoming an independent wealth advisor, Simon was the founder and President of his own options trading company on the floor of the American Stock Exchange in New York. There he generated significant profits utilizing risk-averse trading strategies, eventually expanding his company to include traders on the floors of the American Stock Exchange, Chicago Board of Trade and Philadelphia Stock Exchange.  As a member of the American Stock Exchange from 1994 to 2002, Simon served as a market maker for some of the Exchange’s most active listings, including Yahoo, Intel, Phillip Morris, and others.

In addition to his options trading career, Simon has enjoyed being a part-time entrepreneur and venture capital investor. He is a formerly nationally-ranked chess expert and competitive backgammon player, and believes this understanding of game theory allows him to better assess the risk/reward equation inherent in every investment.

Born and raised in New York City, Simon holds a B.A. degree from the University of Michigan with an emphasis on global economics. He now enjoys living in Orange County with his wife and three children.

He can be reached by phone at 877-433-3665, on his cell at 949-701-0123, or by email at simon@ggadvisors.com .


 
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