Kent Kopen
Todd Garrett
Greggory R. Wood
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Instructors

 

 

Kent Kopen

Kent Kopen is a professional financial educator and wealth strategist who helps clients avoid unnecessary wealth transfers when they buy, sell, or refinance real estate.  He also advises them in the optimization, protection, and empowerment of their human, intellectual, and financial assets – thus providing greater clarity, balance, focus, and confidence.
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Greggory Wood

Greggory Wood is an experienced salesman, sales trainer, speaker, musician, athlete and actor.  His expertise in the areas of management, sales, marketing, training and motivation is based on over twenty years of work in the industrial, creative and professional service settings.
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Todd Garrett

Todd M. Garrett, 42, Wealth Manager, for GR Capital Asset Management, LLC (GRCAM). GRCAM is a SEC Registered Investment Advisor (RIA) firm with offices in Newport Beach and Montecito. GRCAM has over 30 years of history with private clients, families and institutions.
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