CEO & Senior Financial Adviser
ASSET PRESERVATION STRATEGIES
Asset/Investment Management
Greg Banner is the CEO and senior financial adviser of Asset Preservation Strategies, where he has spent 33 of his 39 years in the industry building a specialized practice focused on ultra-high-net-worth individuals, entrepreneurs and real estate developers. He has carved out a distinct niche in tax-efficient wealth strategies, combining precision planning with creative approaches to private equity and alternative investments for clients navigating complex financial portfolios. Banner holds the CFP, CLU and CRTP designations, is authorized to provide tax advice and has completed the Advanced Wealth Strategist Planner Program, earning full Fellow status with the Southern California Institute. His expertise has made him a sought-after speaker for organizations including Marcus Evans, IMN Real Estate Family Office, the Business Enterprise Institute and the Exit Planning Institute.
