Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
10yrs
Greg Lu
Financial advisor at Goldman Sachs Wealth Services
Based in Newport Beach, California, Greg Lu is a fiduciary financial advisor with 10 years of industry experience. Greg joined Goldman Sachs Wealth Services in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Goldman Sachs Wealth Services reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 65% of advisors at Goldman Sachs Wealth Services
Office4000 Macarthur Blvd 10th Floor, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee
Typical client at the firm ?$215,149
Advisors at the firm1,137
States licensed ?2 states
Services through Goldman Sachs Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowGoldman Sachs Wealth Services, L.P.Current firm
Contact Greg
Local office(805) 372-2660Ask for Greg. (518) 886-4000Main office · Cohoes, NY 4000 Macarthur Blvd 10th FloorNewport Beach, CA 92660Office · Get directions LinkedIn pageGoldman Sachs Wealth Services
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Questions to ask Greg
Tailored to Greg’s registration and firm.
- 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
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About Greg
How do I contact Greg?
Call Greg’s local office at (805) 372-2660 or the Goldman Sachs Wealth Services main office at (518) 886-4000, and ask for Greg Lu.
How long has Greg been a financial advisor?
Greg has been in the industry since 2016, about 10 years. More experience than 65% of advisors at Goldman Sachs Wealth Services.
What licenses does Greg hold?
Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Goldman Sachs Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees. Ask Greg 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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