Gregory’s Approach
Gregory M. Desmond
CPA/PFS, CFP®
Managing Partner / Financial Advisor / Member Owner
Overview
Gregory “Greg” Desmond is a managing partner and financial advisor at our Walnut Creek, California, office. A CERTIFIED FINANCIAL PLANNER® professional, Greg focuses on comprehensive financial planning for individuals, families, and business owners. He began working at Savant in 2026 when Desmond Wealth Management joined the firm.
Greg founded Desmond Wealth Management and Desmond Consulting Group to help address the growing demand for an advisor who could act as a personal CFO. He built both firms around a fully integrated approach to financial planning, helping clients manage income taxes, IRA and pension distributions, investment portfolio design and oversight, retirement income strategies, estate planning, business formation, and long-term planning.
He has more than 35 years of experience in the financial services industry. A Certified Public Accountant (CPA), and he holds the Personal Financial Specialist (PFS) designation.
Greg remains active in the profession and serves on the California Society of CPAs Personal Financial Planning Committee and is a voting council member. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Estate Planning Council of Diablo Valley. Local and regional media frequently turn to Greg for insight, including appearances on KRON4 News in San Francisco and interviews with KGO Channel 7 News, where he has discussed market conditions and their potential impact on retirees.
He earned a bachelor’s degree in economics from the University of California, Santa Barbara. Greg lives in the San Francisco Bay Area and enjoys golf, cycling, skiing, woodworking, wine collecting, jazz, and giving back to the community. He supports several philanthropic organizations, including Komen for the Cure, Contra Costa Food Bank, and Joybound People & Pets.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Education
- University of California, Santa Barbara
Bachelor of Arts in Economics
Professional Designations
- Certified Public Accountant / Personal Financial Specialist
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- California Society of CPAs – Personal Financial Planning Committee member, voting council member
- American Institute of Certified Public Accountants (AICPA) – member
- Estate Planning Council of Diablo Valley – member
- Komen for the Cure – volunteer
- Contra Costa Food Bank – volunteer
- Joybound People & Pets – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.