Greg is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a Bachelor of Science degree in Business Administration from Westfield State University in Massachusetts and a certificate in Personal Financial Planning from the University of California, Davis. Joining our team in 2012, Greg specializes in helping to meet the financial planning needs of those approaching or already in retirement. Greg is an active member of his community. Residing in Rancho Murieta, CA, he enjoys golf, fishing, and traveling with his family and friends.
- Do you have any hidden talents?
I have a keen eye for spotting cut up firewood on the golf course.
- What is the most unusual item in your office?
I have a non-functioning bear trap in my office.
- Where is the furthest place you’ve traveled?
I have been to India.
What do I enjoy most about being a financial planner?
I enjoy helping my clients free up their time by taking the burden of planning for their financial future and retirement off their plate and putting it on mine, and allowing them to experience a planned, not forced, and unexpected retirement.