Greg joined Tax & Capital Management 360 as a Wealth Advisor to assist clients with tax strategies as well as to provide overall financial planning. He specializes with helping high income earners and professional athletes. Greg is a registered representative with Royal Alliance Associates, Inc. He holds the series 7, 63, and 65 securities licenses.
Prior to joining the firm, Greg worked as a Financial Advisor with Trilogy Financial Services. He graduated with a double major in Psychology and Philosophy from San Diego State University. He was an active member of the fraternity Sigma Alpha Epsilon and was a recipient of the Naval ROTC scholarship. Greg is currently working towards obtaining his designation to become a CFP (Certified Financial PlannerTM).
Greg resides in San Diego with his wife Lily.