THE TEAM
Greg Peters, CExP™
CEO & Founder, Lafayette Square Financial Advisors
Greg Peters is the founder of Lafayette Square and a Certified Exit Planner (CExP™), helping business owners across the Bay Area build lasting business value and plan for what comes next, whether that’s continuity, retirement, or a sale.
I didn’t originally plan on a career in finance. In 1978, I was a recent graduate of Cal, drafted as an offensive lineman by the Dallas Cowboys under head coach Tom Landry. Back then, I’d hear veteran players talk about what they were going to do with their money — buying a liquor store, a car dealership, one big idea or another. Over time, it occurred to me that even very successful people were often guessing when it came to their finances, and that good guidance could make a real difference in their lives.
My football career ended a few months later with an injury, and I turned my focus to finance, beginning my career at Drexel Burnham Lambert, then one of Wall Street’s most prominent investment banks. It was there that I learned the business — and found I kept thinking back to those conversations in the locker room. Eventually I returned home to the Bay Area to build a business around guiding people through their financial matters.
I founded Lafayette Square on a straightforward belief: people make better decisions when someone they trust helps them see the whole picture.
That belief hasn’t changed, but the firm has grown. What started as managing individual portfolios has become a full financial planning practice serving individuals, families, and business owners. Over the past several years, I’ve focused on building a team, so that the relationships we create here last well beyond any one advisor. That’s the accomplishment I’m most proud of.
Outside the office, family is at the center of everything. My wife Kristen and I have made our home in the Bay Area for many years, and Lafayette is where we’ve planted our roots. We have two grown sons and four grandchildren, and we spend as much time with them as we can. When we’re not busy with the kids, Kristen and I love to travel, hike, and explore the California coast together.
How I help
Who I work with
Business owners, families, and individuals across the Bay Area and California — with particular focus on owners planning around the future of their business.
Focus area
Business planning and business-value growth, succession and continuity planning, exit and transition strategy, retirement planning, and long-term investment planning.
Credentials & background
- Designations
- Accredited Investment Fiduciary® (AIF®) · Certified Exit Planner (CExP™)
- Registration
- Registered Investment Advisor (RIA)
- Education
- University of California, Berkeley
- Affiliations
- Cal Alumni Association · Big C Society · Pennsylvania Society of Sons of the Revolution
The CExP™ (Certified Exit Planning Advisor) is a professional designation administered by the Exit Planning Institute (EPI). To earn the CExP™ designation, candidates must meet certain educational and professional requirements, pass a comprehensive proctored exam, and agree to abide by EPI’s Code of Ethics and Professional Standards of Conduct.
Minimum qualifications for the CExP™ designation include:
- Undergraduate degree from an accredited U.S. college or university or its equivalent
- Five (5) years of full-time or equivalent experience working directly with business owners as an attorney, CPA, financial advisor, business broker, valuation advisor, commercial lender, investment banker, management consultant or a similar professional capacity
- Completion of the EPI Power of 10 Accelerator Program, a prerequisite educational course
- Passing score on the CExP™ proctored final exam
- Agreement to abide by EPI’s professional code of conduct and ethics
- Payment of initial certification fees and fulfillment of ongoing continuing education requirements to maintain the designation
Holding the CExP™ designation does not guarantee any specific results for clients or that an advisor will have a higher level of skill compared to other financial professionals. Exit planning requires specialized knowledge but also depends heavily on the specific circumstances and goals of each business owner client. Recommendations are subject to various risks, including potential loss of investment value or failure to achieve intended tax, financial or estate planning objectives.
More information on the CExP™ designation, its requirements, and the Exit Planning Institute is available at https://exit-planning-institute.org/advisors-cexp/.