Triton Financial was founded by an experienced financial advisor specializing in business and estate planning. We serve as a client’s personal CFO by offering management of all of their financial matters.
Gregory Russell Zolotar, CFP®, LUTCF
Greg has over 16 years of experience in wealth, estate, and charitable planning for multi-million dollar net worth clients. Greg also has a strong knowledge of insurance and securities, which brings balanced product knowledge into his clients’ plans and portfolios. He is familiar with the many specialized financial tools and structures, and how they integrate to meet the clients’ goals. Before opening his own practice he worked at firms specializing in high net worth individuals and business owners, which provided him with extensive knowledge of creating and implementing comprehensive financial plans.
More About Greg
Greg takes pride in being detailed and thorough. In his free time Greg enjoys spending time with his wife Kim and their son, Alex. He also enjoys golfing, playing soccer, traveling, and attending baseball games with family and friends and being a soccer and baseball father. Greg also devotes his time to Pacific Coast chapter and Southern California/Nevada Chapters of the National Multiple Sclerosis Society through annual fundraising and helping organize events. He has participated in the 50 mile MS Challenge Walk annually since 2008 and was a member of the organizing committee for the 2012 Challenge Walk.
Greg earned his Bachelor’s Degree in Sociology from the University of California, San Diego, in 1994. The name Triton Financial derives from his time at UC San Diego as the school’s nickname is the Tritons. After graduation Greg joined the Metropolitan Life Insurance Company as an agent, and became interested in financial planning. Greg has been conferred the title of Life Underwriters Training Council Fellow (LUTCF). He has also received his designation as a Certified Financial Planner™ (CFP®) and Chartered Life Underwriter® (CLU®).