For more than 25 years, Greg has brought his clients a respect for their unique individual needs . . . his deep understanding of the financial markets and the full range of investment tools and specialized money managers at his disposal . . . the discipline and product knowledge it takes to pursue clients’ retirement goals . . . and a willingness to keep communications channels open throughout the process.
- Greg was awarded the CERTIFIED FINANCIAL PLANNER™ certification in 1993
- Securities Licenses include FINRA Series 7, 22, 63 and 66 (held at LPL Financial)
- Master of Business Administration from the University of North Texas
- Bachelor of Science degree in Business Administration from Clarion University of Pennsylvania, where he graduated Cum Laude.
Greg brings a rich background as a corporate professional to his entry into the investment services field in 1990. He held the positions of Senior Financial Analyst for Western US Operations and then Financial Manager, Southern California for Wang Laboratories, Inc., responsible for all financial analysis and administration for the sales, service and software support organizations. Prior to that, he was 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 began his career with Burroughs Corporation as a Financial Analyst in their Southwest Region.
Greg serves the community in various capacities. He was the 2019-2020 Co-Chair of the Torrance Memorial Health Care Foundation’s Professional Advisory Council. In addition, he is an active member of the South Bay Estate Planning Council. The council is a group of CPA’s, Attorneys, CFP’s and related professionals sharing knowledge and resources to better serve their clients and community. He was the 2006-2007 President of the Manhattan Beach Kiwanis Club. Greg has been involved with other charitable organizations over the years such as City of Hope (Professions and Finance Associates) and the Father’s Day Council of Los Angeles.
Greg is also a member of the Financial Services Institute, a national organization devoted to ensuring that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered by independent financial advisors and financial services firms.