Greg has dedicated his career to understanding and respecting the unique financial needs of his clients. His deep knowledge of the financial markets, combined with a comprehensive array of investment tools, allows him to craft tailored solutions that help clients pursue their retirement goals with discipline and confidence. Greg is committed to maintaining open and transparent communication throughout the entire financial planning process.
Credentials
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Securities Licenses: FINRA Series 7, 22, 63, and 66
- Master of Business Administration (MBA): University of North Texas
- Bachelor of Science in Business Administration: Clarion University of Pennsylvania, where he graduated Cum Laude
Professional Background
Greg's journey into the investment services field began in 1990, building on a robust corporate career. He held significant roles such as Senior Financial Analyst for Western US Operations and Financial Manager for Southern California at Wang Laboratories, Inc., where he was responsible for financial analysis and administration across sales, service, and software support. Prior to Wang, Greg served as Manager of Corporate Planning and Analysis for Philips Information Systems, Inc., a $50 million subsidiary of Philips N.V., a Fortune 50 multinational firm. He started his career as a Financial Analyst in the Southwest Region of Burroughs Corporation.
Community Involvement
Greg is actively involved in the community, serving in various leadership roles. He is a member of the Torrance Memorial Hospital Foundation’s Professional Advisory Council and was the Co-Chair from 2019 to 2020. Greg is also a member of the South Bay Estate Planning Council, a group of CPAs, attorneys, CFPs, and related professionals who share knowledge and resources to better serve their clients and community. Greg also served as President of the Manhattan Beach Kiwanis Club from 2006 to 2007. Over the years, he has been involved with charitable organizations such as City of Hope (Professions and Finance Associates) and the Father’s Day Council of Los Angeles.
Through his extensive experience and commitment to both professional excellence and community service, Greg continues to be a trusted and valued advisor to his advisory clients.
Professional Affiliations
Greg is a member of Ed Slott’s Master Elite IRA Advisor Group℠.
What is a Member of Ed Slott’s Elite IRA Advisor Group℠?
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**CERTIFIED FINANCIAL PLANNER™, and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.