Greg Karis
Founder of Inflection Advisors
CERTIFIED FINANCIAL PLANNER®
Coming from a family of entrepreneurs, I knew at a young age that I wanted to go into business. Having an ability to organize, spot patterns from a high level and a desire to constantly challenge myself, working in financial services has been a natural fit.
Starting Inflection Advisors in 2017 has allowed me to work with specific type of clients in a less transactional nature and has given me full range to build something unique.
Over the last 7 years we have grown our team and services while creating lasting relationships with over 130 households. These professionals and business owners have needed more, and we have expanded with two sister firms that provide corporate retirement plan consulting and business management services.
Holding my Life & Health, P&C insurance licenses, and my Series 66, it was a natural progression for me to get my Certified Financial Planner (CFP) designation in November of 2022.
Outside of Inflection, my wife Annette and I have three children – Kennedy, Kyler and Kira. We enjoy traveling, living an active healthy lifestyle and I’m trying to surf as often as I can between Malibu and Ventura.
I find joy in seeing the improvement in the lives of others and I find that I work best with engaged individuals that have a desire to improve their lives as well.
Deep Dive:
Hobby – Surfing
Hometown – San Jose
Next dream vacation – Maldives with the family