Portland - SW 5th Avenue | Suite 2325

Greg Warner

CFP®, MBA

CIO, Wealth Advisor

1211 SW 5th Ave, Suite 2325
Portland, OR 97204

Greg Warner
Greg Warner

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • MBA – Master of Business Administration

About Greg

With more than 25 years of experience in personal finance, Greg specializes in advising clients on concentrated stock positions, stock options (ISOs & NQSOs), Restricted Stock Units, and tax mitigation strategies. Greg co-founded Hines Warner Wealth Management in 2007, serving as vice president and chief investment officer for more than 12 years.

A passionate advocate for improving health span, Greg believes that health is a pillar of true wealth. An avid outdoorsman, he enjoys backcountry camping, fly fishing, skiing, and exploring the mountains with his family.

Education and Professional Milestones

  • Portland State University – master’s in business administration
  • University of Oregon – bachelor's degree