In 1998, Greg completed his Certified Financial Planner® professional studies and has over three decades of experience in the financial services industry. He specializes in working collaboratively with his clients and their advisors, providing comprehensive planning services which include: family office services, business growth strategies, business exit strategies, asset management, retirement planning, tax reduction strategies, insurance, estate planning strategies, and asset protection for both individuals and businesses. Greg is a member of the Business Enterprise Institute and also holds a Chartered Life Underwriter (CLU®) designation.
Greg is an Investment Advisor Representative with Axxcess Wealth Management, LLC and is licensed as an insurance broker. He holds a California Registered Tax Preparer (CRTP) license and is authorized to provide tax advice and recommend tax planning strategies. In 2001, Greg completed the Advanced Wealth Strategist Planner Program and is endowed as a full Fellow of the Southern California Institute.