Greg Eissner is a CERTIFIED FINANCIAL PLANNERTM practitioner and Owner of Eissner Financial. He has worked in the financial planning and wealth management field since 1991. Greg designs and implements customized financial plans and solutions for businesses and high-net-worth individuals. Greg has a vision of "financial independence for every client so they are free to pursue their life’s purpose and dreams with passion."
Greg graduated from San Jose State University with a BS in Finance with an emphasis in portfolio management and completed the CERTIFIED FINANCIAL PLANNERTM practitioner program from the University of Denver’s National Association for Education. He also holds the Accredited Investment Fiduciary® (AIF®) designation as further commitment to education for the benefit of clients. In 2014, Greg earned his MS in Financial Services through the Institute of Business & Finance. As an active member of the Financial Planning Association, he participates in continuing education workshops and seminars in the areas of financial planning, investments, taxes, and insurance. Greg holds FINRA Series 6, 7, 24, and 63 securities registrations and is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®. He is also licensed for insurance purposes in California (CA Insurance Lic. # 0B01139).
Greg’s passion to help people succeed financially stems from childhood memories of friends and family making poor financial decisions, which many times led to ruin. Financial literacy is lacking in today’s society, and financial education is nonexistent in the public school system. Helping his clients make sound financial decisions has proven to transform lives.
Greg and his lovely wife, Jennifer, have been married since January 2003. They have two sons, Drew and AJ, who keep them very busy. Greg enjoys spending time with his family, golfing, reading, and sports. He is involved in various professional and community organizations and is an active member of his church.
Client Relationship Manager
Karen Barsanti is the Client Relationship Manager at the Brentwood location and assists clients with service and paperwork issues. After graduating with her business degree from Chico State University, she entered the commercial real estate industry. For 15 years, she was responsible for the property management, construction management, and leasing of office buildings. Karen joined our team in December 2005 after spending a few years at home raising her three children.
Karen enjoys working for the Eissner Financial team as she takes pleasure in getting to know our clients and assisting Greg with financial needs, whether it is over the phone or in person.