Greg Peters founded Lafayette Square Financial Advisor with a mission to help clients achieve their financial goals through a sustainable and long-term investment approach. Greg is a trusted financial advisor to many, thanks to his focus on relationship building and customized planning. The Lafayette Square team has grown to offer financial planning to both individuals and business owners.
In August of 1978, Greg Peters was sitting in the locker room of the Dallas Cowboys. A graduate and athlete of Cal Berkeley, he had recently been drafted by the Cowboys as an offensive guard. He overheard veteran players discussing how they would invest their money. “I’m going to buy a liquor store”, another mentioned maybe buying a car dealership. This planted the seed in Greg’s mind that even highly successful people, like prominent athletes, need sound financial guidance.
Unfortunately, his dream of playing in the NFL ended abruptly several months later with a career-ending injury. Greg moved to New York to pursue his interest in the financial industry at Drexel Lambert.
During his tenure at Drexel, Greg recalled those locker room conversations in Dallas and realized he had an innate desire to guide people through their financial matters. Returning to his Native Bay Area, Greg formed Lafayette Square Financial Advisors. At Lafayette Square, the seed grew from managing individual portfolios into providing a full range of financial planning services for companies as well as individuals.
Our mission at Lafayette Square is to partner with our clients to develop a customized plan that is aligned with their unique goals and values. We want to be your trusted advisor and coach so that you are confident in your financial decision-making—both with your business and at home.
Founder & CEO
Director of Wealth Management Operations
Chief Investment Officer
Director of 401(k) Plan Services
Director of Financial Planning Operations
Director of Risk Management and Insurance
Client Services Manager
Our first step is a complimentary discovery call where we get to know you and your unique situation. We’ll tell you about the planning process and how we will work together to build a financial strategy that works for you.