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SafeSend

This is our preferred method for receiving your documents securely and efficiently. You can follow the screen prompts to quickly send us your documents.

eMoney

Wealth Management Client Financial Website, Dashboard and Vault

TransferBigFiles

Send your large documents larger than 3GB to us securely. Enter the password "planwell" and follow the screen prompts.

QuickBooks Online

Video Meeting

Join a scheduled video meeting with our team.
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Gregory M. Desmond

Gregory M. Desmond, CPA, PFS, CFP® - President & Senior Wealth Advisor

Founder of both Desmond Wealth Management and Desmond Consulting Group, Greg is a successful CPA and Certified Financial Planner (CFP)® with over 30 years of experience. He has earned the CPA specialty designation of Personal Financial Specialist (PFS); a designation held by less than 5,000 CPAs nationwide.

With the increased demand of clients seeking a trusted adviser, Greg founded both companies to serve as a personal CFO; taking care of all the critical areas of a client’s financial picture—income taxes, IRA and Pension distributions, investment portfolio design and maintenance, retirement income, estate planning, business formation and planning.

Greg is an active board member and sits on the CalCPA State Personal Financial Planning Committee. He is a member of the American Institute of Certified Public Accountants, and Estate Planning Council of Diablo Valley. Greg has been a guest expert on KRON4 News, San Francisco for their financial planning forum feature to educate investors and offer investment insight. He has also been interviewed by Leslie Brinkley for Channel 7 (KGO) News, commenting on the effects of markets on retirees.

Greg received a Bachelor’s Degree in Economics from UC Santa Barbara, and now resides in the Bay Area where he enjoys golf, cycling, skiing, crafting wood furniture, wine collecting, jazz and volunteerism. His favorite philanthropies are Komen for the Cure, Contra Costa Food Bank and ARF.


Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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Next Generation Accounting Firms provide clients with the highest level of client service and professional support. At Desmond Consulting Group, we go beyond the numbers to partner with clients—working year round to ensure you stay on a healthy financial path. We also offer an ...  

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Latest from Our Blog

Our New Website!

Desmond Consulting Group is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around...


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