As a senior executive, you are all about making decisions. From strategic plans to keeping ahead of the competition, your mind is always going. You have a responsibility to yourself, your team, and stakeholders to move initiatives forward. What often slips to the back burner is your personal financial life, and the decisions that need to be made for you and your family. As your Chief Financial Advocate™ we persevere on your behalf, coordinating your affairs in a way that seamlessly orchestrates your financial decisions, freeing up your time and energy so you can live the life you want to live. Learn more.
Confidentiality is at the heart of our services. As a high-level executive, you live much of your life publicly. We understand that your personal finances must remain completely confidential.
Our clients are limited to a select group of executives and their families that will most benefit from our services, which include wealth preservation, investment consulting, wealth protection, tax mitigation, and wealth transfer to your loved ones. See our Optimal Financial Life Formula™.
Through our 5-step Optimal Financial Life Process™, we collaborate with your established team of professionals, or those from our professional network, to identify and solve the critical financial challenges you and your family are facing.
As we form a long-term relationship with you, we collaborate with you through the many stages of your financial life including Career, Couples, Children, Commitment to Faith, Community, Care for Parents, and Cardio.
HWMG recognizes that you have many financial services firms asking for your business. Unlike them, HWMG takes a full life approach that includes all aspects of your life. If you are a referral from one of our clients or from a strategic partner, HWMG offers a complimentary, no obligation service which encompasses a 2nd look at your existing investment and life strategies using our Optimal Financial Life Process™.Register with Us and we'll contact you to make an appointment.
ABOUT US
Greg Hurley
President
Greg founded Hurley Wealth Management Group with the goal of significantly impacting the lives of executives and their families while maintaining the balance of life he advocates, which includes allocating his time and resources among the 7 C's: Career, Couples, Children, Commitment to Faith, Community, Care for Parents, and Cardio.
Greg has been in the financial services industry for nearly two decades. He has a passion for numbers and specializes in finding items that impede a person's ability to achieve his or her financial goals. He then advocates for his clients to help ensure that the best possible outcome is realized -- helping them to live out their ideal balanced life.
Greg knows that numbers matter, and while attending California Lutheran University, he began his career in finance as a teller at California Federal Bank in Thousand Oaks.
In 2008 Greg earned the CFP/CERTIFIED FINANCIAL PLANNER® designation.
He graduated from the University of Phoenix with a Bachelor of Science in Business, while at the same time advancing in his career as a financial consultant for Great Western Financial Securities.
Greg is actively involved with nonprofits with a focus on causes that utilize his keen abilities as a leader and as a Christian. These organizations include Links Players International and The Providence St. Joseph Foundation, for which he serves on the board of governors.
Nicole Hurley
Vice President
Nicole is the wife of Greg Hurley, founder of Hurley Wealth Management Group. As an attorney and estate planner, Nicole's principal contribution is in the area of research. Through the use of her gifted analytical skills and ability to breakdown issues, Nicole is able to identify real solutions for even the most complex client need.
In 2000, Nicole obtained her law degree from Santa Clara University School of Law. Nicole practiced law for 5 years, including several years as an estate planner and later as a litigator.
Nicole graduated cum laude from the University of San Francisco with a degree in American history and joined Hurley Wealth in 2006.
In addition to her work at Hurley Wealth Management Group, Nicole is a dedicated mother to their son Luke. Nicole exemplifies the Hurley Wealth Management Group commitment to helping find that balanced life every busy executive seeks.
Ocean Ho
Personal Financial Advisor
Ocean came to Hurley Wealth Management Group in the summer of 2010 as an intern after obtaining Bachelor of Arts degree in both finance and economics. In December 2010, he received his Master of Science degree in Personal Financial Planning from Texas Tech University. Early in 2011, he successfully completed the testing component and began the process of earning the CERTIFIED FINANCIAL PLANNER® designation. He joined the firm fulltime in the spring of 2011.
Ocean's goal is to obtain every major designation in the financial services industry before the age of 30.
Ocean's desire to learn and his analytical mind put him in the perfect position to work closely with Greg in crafting thoughtful solutions for your optimal financial life.
Advisory Council
This special group of men and women are successful leaders in business, finance, marketing, community and faith. They graciously provide us with wisdom and guidance as we strive to help you find your ideal, balanced life.
Cindy Dixon
Cindy founded Special Care Nursing Services, Inc., and owns/operates Sit’N Stitch, both located in Toluca Lake, CA. Cindy is also actively involved in several organizations including the Senior Care Women Business Owners, the Fiduciary Roundtable of the San Gabriel Valley, and the Southern California Trust Officers Association.
Jeff Gelb
Jeff is currently head of Information Technology for a major studio located in Universal City, CA. Jeff also serves several non-profits including Influencers and his wife Millie's MNG Ministries.
Dean James
Dean was the owner of a successful business that specialized in sandblasting and exterior coatings. Having sold the business, he now focuses on real estate investing. Dean is an associate elder at Mariner’s Church in Newport Beach CA, and also serves on the regional board for Links Players International.
Anthony Marcoly Anthony is the former head of Walt Disney Studios Motion Pictures International Division. He is now Theatrical President, Paramount Pictures International.
Rev. Wade Mikels Rev. Wade has served as pastor of Village Church for more than 20 years. Rev. Wade serves Burbank and the surrounding communities leading local Bible studies and addiction recovery groups and providing marriage counseling. In addition, he currently serves on the board of the Burbank YMCA.
Denis Rediger
Denis is a part of Rediger Investment Corporation, where he is principally responsible for portfolio acquisitions. In the past, Denis has enjoyed serving on various boards and committees for local non-profits.
Chris Rizzotti
Chris is the co-founder of Rizzotti Family Realtors of Burbank and president for the Burbank Association of Realtors. Additionally, Chris was a leader in the surety bond business and is a past board member of the Burbank YMCA.
Allan Roughton Allan is the owner of Wirth Gas Equipment in Glendale. Allan and his wife, Judy, are also deeply involved with Rainbow Acres, an organization with heart that empowers persons with developmental disabilities to live to their fullest potential with dignity and purpose.
Tom Saliba Tom owned his own insurance brokerage firm for a decade until it was sold to a leading international insurance brokerage firm. Since then he has been involved in numerous non-profit organizations as well as being a consultant for a local construction company. He is currently serving as chairman for a graphics company.
Nicole Hurley
Ocean Ho