Gregory Morse, CFP^®, CEPA

With more than 27 years of experience in financial services, Gregory Morse works with business owners, executives, and accomplished professionals to help them navigate complex financial decisions with clarity and confidence.

As a CERTIFIED FINANCIAL PLANNER™ professional, Gregory takes a disciplined and thoughtful approach to wealth planning. He helps clients coordinate investment strategy, retirement income planning, and long-term wealth preservation into a cohesive financial roadmap designed to support both current priorities and future goals. Much of his work focuses on pivotal moments in a client’s life- including retirement planning, business succession considerations, and other major financial transitions where careful planning can make a meaningful difference.

Gregory believes that effective financial planning goes beyond managing investments. It begins with understanding each client’s broader goals, values, and the role financial resources play in supporting the life they want to lead. By combining thoughtful strategy with long-term discipline, he helps clients make informed decisions and move forward with confidence. He frequently collaborates with clients’ CPAs, estate attorneys, and other professional advisors to help ensure financial strategies are coordinated and aligned across all aspects of a client’s financial life.

Gregory’s Clients Often Include:

• Business owners whose personal wealth is closely tied to the value of their companies
• Executives and professionals planning for retirement and long-term income strategy
• Families seeking structured, long-term wealth planning and coordination across investments, tax considerations, and estate planning

Throughout his career, Gregory has also been committed to financial education. He regularly hosts workshops and educational discussions designed to help individuals and families better understand financial planning concepts and make thoughtful decisions about their financial future. Outside of his advisory work, Gregory remains committed to promoting financial literacy through community outreach and educational initiatives that encourage thoughtful financial decision-making.

Gregory welcomes conversations with individuals, families, and professional advisors who value thoughtful planning and long-term financial clarity.

Investment advice offered through Perennial Investment Advisors, LLC, a registered investment advisor.

CA Insurance License #0C15335