Ethan Green

Ethan Green is a CERTIFIED FINANCIAL PLANNER™ professional with a strong focus on helping clients make thoughtful, well‑informed decisions as they prepare for and transition into retirement. He earned a Master of Science in Financial Planning from Golden Gate University’s Ageno School of Business, where he was recognized as the Outstanding Graduate Student in Financial Planning.  

Ethan brings a collaborative, education‑driven approach to financial planning, helping clients understand their options and feel confident about the path ahead. He is an active member of the Financial Planning Association, previously served on its Northern California chapter board, and is a member of the National Association of Personal Financial Advisors.

Based in the Folsom office, Ethan has extensive experience working with clients approaching retirement, with a planning approach that integrates tax optimization, withdrawal strategies, and risk management. He also works closely with Intel employees and has deep familiarity with equity compensation and benefit programs, including ESPPs, stock options, RSUs, SERP/SERPlus, and traditional and Roth 401(k) plans.