Greg Schmitt

Gregory is a Financial Planner and Certified Divorce Financial Analyst (CDFA). The sole purpose of his practice is to create better financial outcomes for his clients. He believes that personalized service, a shared vision, and a balanced academic approach to wealth management is key. He graduated with a double major in mathematics and music from the University of California, Santa Barbara where he also played on their lacrosse team. Out of college, Gregory worked teaching math and music while also coaching a local youth lacrosse team. In his financial practice, Gregory continues to educate people to become empowered to make their own decisions with confidence. He finds great fulfillment helping people with their finances, because through one’s finances they realize their dreams. Having the opportunity to help people make their various dreams become a reality is a profoundly rewarding experience.

Gregory’s passion for helping people going through divorce comes directly from his work with children. He saw first hand the effect that divorce has on children and their ability to not only pursue the things they are passionate about but excel in those pursuits. His experience teaching also taught him that understanding where people are in their life, where they’re coming from, and where they’re trying to go is vital to helping them learn and progress. Gregory takes this idea to heart in his financial practice.

When working with people going through divorce it is especially important to meet people “where they are”. Everyone has a unique situation and level of experience, and on top of going through one of the most difficult emotional times of their life they’ve got to navigate one of the most important business transactions of their life, divorce. Divorce is complex, there are emotional, legal, and financial issues that all need to be addressed while balancing your everyday life, and it doesn’t stop there. Once the divorce is finalized you then need to move on and rebuild your new life. This is why Gregory joined Vesta’s team, they understand the complexity of the experience and have built a team of highly vetted professionals to help address each of the different areas. As a team athlete and coach Gregory works well as part of a team and values the power of people working towards a common goal, because it’s impossible for someone to be an expert in everything.

There are many potential pitfalls in the financial part of the divorce process that can impact a person for the rest of their life, and as one of the financial professionals on the team Gregory has specialized in helping people navigating these pitfalls. As a CDFA, his purpose is to help people makes sense of their financial situation and understand the consequences associated with various decisions that they can make. He also brings ideas to the table to help people not only be “okay” but thrive in their lives post-divorce. This is the impact that Gregory lives to make in the lives of his clients.

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Tel: 858-202-2394

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