Gregory N. Lewis, CPA/PFS, CFP
Audit and Assurance Shareholder
Gregory Lewis has been part of the ELLS team since 1978, and an officer and shareholder since October, 1984.
With over 30 years of experience in public accounting, Greg’s areas of expertise include audits, reviews and compilations, buy/sell agreements, personal and corporate financial planning and wealth preservation, business advising and strategic growth strategies, profitability analysis and corporate budgeting.
Greg serves on the board of directors of the Santa Ana Workforce Investment Board, whose vision is to create a workforce in Santa Ana that achieves world-class status and actually surpasses the needs of local employers.
Education
- Bachelor of Arts in Business Administration (Accounting and Finance), California State University, Fullerton
Professional Associations & Affiliations
- Firm member, CPA Associates International (CPAAI)
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, California Society of Certified Public Accountants (CalCPA)
- Member, Beta Alpha Psi, National Accounting Honors Society
- Member, Rotary Club of Anaheim
- Board of Directors, Santa Ana Workforce Investment Board , 2000 to present
- Designation, Certified Financial Planner (CFP)
- Designation, Personal Financial Specialist (PFS)
- Series 7 Securities license
- Registered Representative and a Licensed Life Agent
