The Clark Group Asset Management
41yrs
Top advisor by experience in Dana Point
28yrs
Gregory Weise
Financial advisor at Strategic Advisers
Based in Dana Point, California, Gregory Weise is a fiduciary financial advisor with 28 years of industry experience. Gregory has been with Strategic Advisers since 2025; before that, Gregory spent seven years at Fidelity Personal and Workplace Advisors and four years at Ameriprise Financial Services. Gregory holds the CFP® designation.
One of 43 advisors with offices in Dana Point, and one of 40 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 4% by experience at Strategic Advisers
OfficeDana Point, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2004 – 2018Strategic Advisers LLCPreviously
- 1998 – 2002Ameriprise Financial Services, LLCPreviously
Contact Gregory
(617) 563-7000Firm headquarters in Boston, MA. Ask for Gregory. Dana Point, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call Strategic Advisers at (617) 563-7000 and ask for Gregory Weise. Gregory works from the Dana Point, CA office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1998, about 28 years. Top 4% by experience at Strategic Advisers.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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