Senior Case Analyst
Family Office Technologies
695 Town Center
Costa Mesa, CA 92626
fax: (866) 447-7090
Greg Trump, CFP®
As a senior case analyst for Family Office Technologies*, Greg is involved with all aspects of fact finding, case design, analysis and client illustrations. Greg brings six years of experience in advanced case design and is intimately familiar with our planning software and case development process. He has direct contact with our partners and plays a primary role in the timely development and completion of our client deliverables.
Greg graduated from the Purdue University Krannert School of Management in 1999 with a BS in Finance and Management. He received his Certified Financial Planner designation from the Certified Financial Planning Board of Standards.
*Family Office services originated in the 1990s as the Wealth Design Center which is now known as Wealth Design Consultants and Family Office Technologies.