Gregory R. Walthorn is a partner with Plante Moran Financial Advisors in the firm’s East Lansing office. While serving as his clients’ personal CFO, he assists high net worth individuals and families in growing their wealth, reducing income and estate taxes, and planning for future generations. Greg also provides institutional investment consulting services to not-for-profits, foundations, and corporations.
Greg is known for his independent and objective approach to wealth management for complex client situations, seeking solutions that make sense for clients from both a quantitative and qualitative standpoint. His 14 years of experience working with various types of clients provide him with a breadth of knowledge that uniquely positions him to add value to high net worth and ultra-high net worth clients. As a member of PMFA’s Research Committee, a key focus area for Greg is the ongoing due diligence and oversight of the implementation vehicles utilized by PMFA’s clients. Greg frequently presents to the Michigan Bankers' Association and the Ingham County Bar Association on wealth management and tax topics.
Greg holds a Bachelor of Arts in Accounting from Michigan State University, as well as a Master of Science in Professional Accounting from Michigan State University with a specialization in tax and finance. Additionally, he was a Lansing Regional Chamber of Commerce "Ten over the Next 10" award finalist in 2009.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.