Born and raised in South Los Angeles, Greg’s upbringing instilled in him a profound sense of community and a desire to serve others. His career began as an Emergency Medical Technician (EMT) for nine years, where he provided critical care and honed his ability to remain calm under pressure.

 

He then transitioned to law enforcement as a custody officer with the Los Angeles County Sheriff’s Department, responsible for supervision and maintaining safety in the jail facility. With certifications including Series 6, 63, 26, and 65, plus prestigious designations like Retirement Management Advisor® (RMA®), Accredited Investment Fiduciary® (AIF®), and Certified Plan Fiduciary Advisor® (CPFA®), Greg specializes in retirement planning, investment oversight, and fiduciary responsibility.

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Throughout his career, Greg has assisted countless clients in navigating financial planning, investment management, and retirement strategies with a truly personalized approach. He dedicates time to understanding unique goals, needs, and risk tolerance, crafting tailored strategies that simplify concepts and empower informed decisions. Recognized for his unwavering commitment to acting in clients’ best interests with transparent, ethical advice, Greg is the ideal partner for securing long-term financial goals. Beyond work, he is a dedicated family man, proudly married for over 30 years, with three sons and seven grandchildren, and enjoys quality time with them.