Featured Guest: Greg Welborn

Greg Welborn First Financial Consulting

Greg Welborn First Financial Consulting

Gregory J. Welborn is a partner at First Financial Consulting. He joined the firm in 1991 and has extensive experience in investment consulting and tax planning. Greg was a pioneer in the development of investment consulting services for individual investors. As a respected authority on personal financial issues, he has assisted Kiplinger’s Personal Finance magazine with their annual “Jump-Start Your Retirement Planning Days” event and has lectured extensively.Greg has also been published in several leading newspapers, including The Orange County Register, The Los Angeles Daily News and The Wall Street Journal. He has written on a wide variety of topics, including:

  • Maximizing returns in a down market
  • Securing your financial future
  • The common traps facing bond investors
  • Improving the value of retirement accounts
  • What to teach your children about money
  • Keeping your broker honest
  • How seniors can protect themselves from financial frauds
  • Managing debt loads

Greg is a member of the National Association of Personal Financial Advisors (NAPFA), which only accepts financial advisors who have met the highest industry and professional standards.

Before joining First Financial Consulting, Greg developed a successful track record in banking, finance and investments. He worked for both Bank of America and Union Bank in commercial lending, international finance and domestic financial services. After leaving banking, he served as Chief Financial Officer and Chief Investment Officer for several privately-held companies.

Greg received a Bachelor of Arts degree from Occidental College, majoring in economics. At Occidental College he also served as President of the Charles Blyth Fund, an alumni-endowed, student-run investment fund, where he received his first practical experience in investment management. Greg went on to receive a Masters of Business Administration degree from the University of Southern California, specializing in finance and investments. He also pursued a masters degree in economics at USC, studying under Art Laffer, an advisor to President Reagan and a leader in the supply-side economics movement.

Greg and his wife, Irene, live in the Los Angeles area with their three children. They are both active in their local community and church. Greg has served in a variety of leadership positions at their church and on their local school’s advisory board.

Contact Greg at gwelborn@firstfinancialconsulting.net

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