Registered Advisory Associate, MBA, CFP®. Bill and Gregg have been colleagues for almost 40 years. Each remain available to step in and assist with clients, staff and business needs in order to maintain the superior service and business continuity their clients deserve and have come to expect.
Gregg is a graduate of Brigham Young University and earned an MBA degree from Golden Gate University, earning the Outstanding Graduate Award in the MBA Financial Planning program. As a Certified Financial Planner professional, he went on to start his own financial planning business. He now has over 30 years of experience helping people pursue their retirement dreams.
CA Insurance license #0633605