Gregory Philip Fong

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → 12/2018
  Instructor
  Torrance, CA
• 01/1996 → 12/2018
  Planning Plus Educational Group
  Huntington, CA
• 01/1999 → 12/2018
  Metropolitan State College Of Denver - Pfp Program
  Torrance, CA
• 06/1997 → 08/2022
  Planned Wealth Consultants
  Torrance, CA
• 01/2009 → Present
  Sagepoint Financial, Inc
  Torrance, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Torrance, CA

Previous Registrations

• 2022-08-25 → 2023-09-01
  Osaic Services, Inc.
  Torrance, CA
• 2020-01-09 → 2022-09-07
  Planned Wealth Consultants
  Torrance, CA

Other Businesses

1) GPF INSURANCE SERVICES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/1995 ADDRESS: 3655 Torrance Blvd, Suite 400, Torrance CA 90503, United States DESCRIPTION: Insurance sales - life, accident, LTC, fixed annuities, fixed index annuities 3) SUMMIT #42; POSITION: OWNER; NON-INVESTMENT RELATED; SECURITIES TRADING HOURS: 0 START DATE: 01/01/1975 ADDRESS: 3253 MERIDIAN BLVD UNIT #42 MANNOTH LAKES CA 93546 DESCRIPTION: BOOK RENTALS, COLLECT RENTAL FEES, PAY EXPENSES, ARRANGE FOR ROUTINE YEAR-ROUND MAINTENANCE, MAINTAIN BOOKKEEPING RECORDS. 5) FINANCIAL PLANNING ASSOCIATION - LOS ANGELES CHAPTER; POSITION: MEMBER. NATURE: NON-PROFIT. NON-INVESTMENT RELATED. SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 210 N GLENOAKS BLVD SUITE C, BURBANK, CA 91502 DESCRIPTION: I AM A GENERAL MEMBER OF THE FPA - LOS ANGELES CHAPTER. 6) South Bay Estate Planning Council; NATURE: NON-PROFIT. SECURITIES TRADING HOURS: 0 START DATE: 11/01/2009 ADDRESS: 1145 6th St, Hermosa Beach, CA 90254 DESCRIPTION: non-profit association dedicated to enhancing the proficiency of advisors who are active in the field of estate planning and who share a commitment to professional growth through education and cooperation.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-19
• S63 Uniform Securities Agent State Law Examination
  1984-11-26

Designations

• Certified Financial Planner
• Chartered Financial Consultant