We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
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How We Help
Contact us today to find out how we can help with your financial needs.
We exist to improve your quality of life.
We educate our clients while building long term relationships which creates financial clarity, financial independence and confidence.
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Investments can play a key role in your financial plan. A mix of registered and non-registered savings can help address your goals.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.
Asset allocation does not ensure a profit or protect against a loss.
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.
Learn more about our amazing team of professionals.
Greg has 38 years of experience in the financial services industry, founding Paine Financial Services in 1986. He grew up in the Tacoma area and graduated from Bellarmine Prep High School in 1976. He went on to study at Creighton University and graduated from the University of Washington in 1981 with a Bachelor of Science in Marketing. Greg earned his Chartered Life Underwriter (CLU) designation in 1991, his Chartered Financial Consultant (ChFC) designation in 1992, and his Retirement Income Certified Professional (RICP) desgination in 2019 from the American College of Financial Services. Greg is insurance licensed in the State of Washington for Life, Health, Property, Liability, and Variable Lines. Greg holds Series 6, Series 63, and Series 65 securities registrations with LPL Financial and is registered in the following states as a Registered Representative: Arizona, Arkansas, California, Florida, Hawaii, Louisiana, Maine, Nevada, Oregon, Texas, Utah, and Washington. Greg is a LPL Investment Advisor Representative in the State of Washington. Greg is very active in the community, currently serving on the Board of Governors of the Boys & Girls Clubs of South Puget Sound, is a Past Chair of the B&GCSPS Foundation, and a Past-President of the Kiwanis Club of Greater Tacoma. Greg lives in Puyallup with his wife Lori. They enjoy traveling, spending time with family, and improving and updating their beautiful home. Greg and Lori have a combined family of six children, and five grandchildren.
Steven joined Paine Financial Services in January of 2015, becoming the second generation of the Paine family to do so. Steven grew up in Puyallup, Washington where he graduated from Emerald Ridge High School in 2004. After joining the United States Marine Corps in 2007 and traveling the world, including one deployment to Afghanistan, Steven came home and used the GI Bill to earn his Associates Degree. Steven is now insurance licensed in Washington State for property, liability, life, health, and variable lines. Steven holds Series 6 and Series 63 registrations as a Registered Representative, and the Series 65 registration as a Registered Investment Advisor Representative with LPL Financial. When not at work continuing the Paine Financial Services legacy, Steven likes to build furniture for his house, play softball, and hike the Pacific Northwest.
Maria is originally from Los Angeles, CA and move to Tacoma in early 2022. She joined Paine Financial Services in March 2022 as Administrative Assistant. Maria is insurance licensed for life and disability in Washington State. Relatively new to our area, Maria is exploring what the beautiful state of Washington has to offer. She enjoys traveling and spending time with her cats, friends, and family.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.