Pablo Fitting

Gregory DePalma, CFP®, has a strong educational background in Economics and Sociology from the University of California, Davis.

With nearly two decades of experience in Investment Management, Gregory has honed his skills and expertise through various roles at top financial institutions.

During his time at Fisher Investments, Gregory developed a deep understanding of portfolio logistics and client operations, focusing on High Net Worth Group clientele.

Gregory also contributed significantly to The Stanford Management Company and First Republic Wealth Advisors, broadening his knowledge and experience in investment management.

Educationally, Gregory holds an Executive Certificate in Financial Planning from Santa Clara University, further enhancing his professional qualifications.

Currently, Gregory serves as the Director of Advisory Service at Personal Capital, where he leverages his extensive experience to provide top-notch financial advice to clients.

With previous roles as a Private Client Group Manager, Senior Financial Advisor, and Financial Advisor at Personal Capital, Gregory has showcased his expertise in wealth management.

Gregory's career journey includes past positions as a Stockbroker at Scottrade, Financial Services Advisor at Ashford University, and an Intern at Morgan Stanley, highlighting his diverse financial background.

His commitment to excellence and dedication to the field have positioned Gregory DePalma, CFP®, as a seasoned professional in Investment Management and Financial Planning.