Preparing for the next step in life isn’t always easy. Along with a team of professionals, Greg guides his clients to help them reach their financial goals. Through a comprehensive analysis, Greg helps his clients identify financial goals and concerns, illustrate what is being done to reach those goals, identity gaps, if present, and offer solutions to help fill them.
Greg joined GoldBook Financial in September 2023. Prior to GoldBook, he worked as a financial services professional with MassMutual Pacific Coast. Greg began his financial services career as a licensed banker with Chase and Broker at Schwab.
Greg also spent ten years serving in the Marine Corps, Air Force and Navy. One of Greg’s hobbies include Numismatics – the study or collection of currency.
Greg holds FINRA Series 7 and is Life, Accident and Health licensed.
CA Insurance License #4297327