Greg Friedman

Greg Friedman

President and Founder

Private Ocean; Junxure

Gregory H. Friedman, MS, CFP, is Founder and President, Junxure, and Founder and President of Private Ocean. Greg is a relentless innovator and advocate for excellent wealth management. He’s co-founder and president of Private Ocean, one of the West Coast's leading wealth management firms. He’s also founder and president of Junxure, a practice improvement firm that integrates software, training and consulting to help advisors streamline operations, deliver exceptional client service and grow their practices intelligently. Greg is widely recognized as one of the nation’s top financial advisors. In 2008 and 2009, Investment Advisor Magazine included Greg in its list of Top 25 most influential financial advisors. He is one of a select few advisors to be named in consecutive years. He was recently named one of six 2011 Industry Influencers by Financial Planning Magazine, an award presented to six advisors “whose innovative ideas and wide-reaching work are forging new paths for the planning industry.” In 2008, Charles Schwab Institutional presented Greg’s previous firm, Friedman & Associates, with its prestigious IMPACT Award for “Best in Tech.