The Wealth Blueprint Series

About this event

**Welcome to the Wealth Blueprint Series** Hosted by: Collin Clifford and Jumpei Kontani **Guest speaker: Greg Wilson** The Wealth Blueprint Series is an in-person educational event built for ambitious professionals who want to rethink their relationship with money and make smarter decisions with the income they are already earning. Join us for the next Wealth Blueprint seminar, focused on tax strategy, business finance, and smarter long-term planning. This session will feature guest speaker Greg Wilson, CPA, a seasoned financial leader with more than 10 years of experience providing CFO and financial management services to small and mid-sized businesses across a wide range of industries. Greg has worked with more than 100 businesses, including companies in manufacturing, professional services, affiliate marketing, and health and wellness. His expertise includes CFO-level strategic guidance, financial modeling, internal process development, financing strategy, and compliance support. He has also helped clients raise millions of dollars through equity, debt, and alternative financing. Originally from San Diego, Greg is an SDSU Business School alumnus and holds both his CPA designation and QuickBooks Certified ProAdvisor certification. In addition to his finance background, Greg is passionate about education, health, wellness, and coaching. At this event, Greg will share practical insights on tax planning, financial decision-making, and how individuals and business owners can think more strategically about building and protecting wealth. Whether you are a homeowner, business owner, investor, or simply looking to make smarter financial decisions, this seminar is designed to give you actionable ideas you can apply to your own financial life. **Mindful Living San…