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Orin Green

Managing Director, Financial Advisor

Orin provides comprehensive financial planning, specializing in retirement planning, equity compensation for high-tech and biotech executives (stock options, restricted stock, etc.), strategies for professional athletes, estate planning and charitable giving.

Designations and Education

  • CFP® Certified Financial Planner™
  • ChFC® Chartered Financial Consultant
  • B.A., Economics and Political Science, Bar-Ilan University

Personal

  • A native San Diegan, Orin enjoys spending time with his wife Liora and their four children: Uriel, Eyal, Merav, and Dalia. He enjoys hiking, surfing, and racquetball, and is an avid reader.
  • He is involved with a number of non-profit boards, focusing on planned giving and endowment building.