OG
CFP
OG
CFP
Orin Green is a CFP-designated registered investment advisor at Willow Creek Financial, based in San Diego, CA, with 27 years of industry experience. Orin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 217 clients with $460M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$463.8M
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Location
9820 Willow Creek Road, Suite 210, San Diego, CA, 92131
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2020Settled
Employment History
Current Registrations
Willow Creek Financial
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Ameriprise Financial Services, INC.
January 1999 - December 2016 · 17 yrs 11 mos
Ameriprise Financial Services, INC.Broker
April 1998 - December 2016 · 18 yrs 8 mos
Ids Life Insurance CompanyBroker
April 1998 - July 2006 · 8 yrs 3 mos
State Registrations2 states
CALA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.