Greg Avallon, Cfa
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Greg Avallon, Cfa Email & Phone Number

Financial Advisor at Capstone Partners Financial and Insurance Services at Capstone Partners Financial and Insurance Services
Location: Los Angeles, California, United States 6 work roles 2 schools
1 work email found @capstonepartnersfinancial.com 6 phones found area 978, 917, and 424 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email g****@capstonepartnersfinancial.com
Direct phone (978) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capstone Partners Financial and Insurance Services
Role
Financial Advisor at Capstone Partners Financial and Insurance Services
Location
Los Angeles, California, United States
Company size
161 employees

Who is Greg Avallon, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Greg Avallon, Cfa is listed as Financial Advisor at Capstone Partners Financial and Insurance Services at Capstone Partners Financial and Insurance Services, a company with 161 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at capstonepartnersfinancial.com, phone signal with area code 978, 917, 424, and a matched LinkedIn profile for Greg Avallon, Cfa.

Greg Avallon, Cfa previously worked as Financial Advisor at Capstone Partners Financial And Insurance Services and Director Ascendant Funds at Ascendant Advisors. Greg Avallon, Cfa holds Bs, Accounting, Finance from Boston College.

Company email context

Email format at Capstone Partners Financial and Insurance Services

This section adds company-level context without repeating Greg Avallon, Cfa's masked contact details.

*@capstonepartnersfinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Greg Avallon, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Greg Avallon, Cfa

I provide total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services• Retirement analysis and programs• Estate strategies• Employee benefit and retention services• Business continuation strategies• Trust servicesI am a registered principal of and offer securities, and investment advisory services through MML Investors Services, LLC. Member SIPC. www.sipc.orgSupervisory Office: 1888 Century Park E, Suite 150 Los Angeles, CA 90067. (310) 407-2800I am licensed to sell insurance in CA, MA, IN, TX, FL, KY, CO, & NC and securities in CA, MA, FL, IN, KY, & NH. I cannot communicate with, nor respond to, requests from people who reside in state where I am not licensed to conduct insurance and/or securities business.CA Insurance License #0K98918

Listed skills include Alternative Investments, Investments, Mutual Funds, Securities, and 14 others.

Current workplace

Greg Avallon, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Capstone Partners Financial and Insurance Services
Capstone Partners Financial And Insurance Services
Financial Advisor at Capstone Partners Financial and Insurance Services
newport beach, california, united states
Website
capstonepartnersco.com
Employees
161
AeroLeads page
Company profile
View company profile Email format
6 roles

Greg Avallon, Cfa work experience

A career timeline built from the work history available for this profile.

Vice President And Director Of National Sales

Superfund Usa, Inc.
Feb 2007 - Aug 2011

Co-Founder, Co-Owner

Today'S Catch

A lobster bake catering company focused on a traditional New England style backyard lobsterbake with freshest lobsters possible.

Jun 2004 - Aug 2007

Co-Founder, Co-Owner

Waterdog Lobster Company

In short, catching lobsters and distributing them on the wholesale market.

Jun 1996 - Aug 2007
Team & coworkers

Colleagues at Capstone Partners Financial and Insurance Services

Other employees you can reach at capstonepartnersco.com. View company contacts for 161 employees →

YA Yves Atlan Yves Atlan Colleague at Capstone Partners Financial And Insurance ServicesLos Angeles, California, United States, United States View → HM Hannah Mathisrud Hannah Mathisrud Colleague at Capstone Partners Financial And Insurance ServicesLos Angeles Metropolitan Area, United States View → DE Dane Evans Dane Evans Colleague at Capstone Partners Financial And Insurance ServicesOrem, Utah, United States, United States View → JW Jeremiah Williamson Jeremiah Williamson Colleague at Capstone Partners Financial And Insurance ServicesLos Angeles, California, United States, United States View → JS Jose Salcedo Jose Salcedo Colleague at Capstone Partners Financial And Insurance ServicesBakersfield, California, United States, United States View → JI Jason Ippolito Jason Ippolito Colleague at Capstone Partners Financial And Insurance ServicesLas Vegas, Nevada, United States, United States View → JS Joshua Stefano Joshua Stefano Colleague at Capstone Partners Financial And Insurance ServicesLehi, Utah, United States, United States View → AM Anna Martinez Anna Martinez Colleague at Capstone Partners Financial And Insurance ServicesCathedral City, California, United States, United States View → RL Riva Lantaya Riva Lantaya Colleague at Capstone Partners Financial And Insurance ServicesLas Vegas, Nevada, United States, United States View → RM Royce Mckinley Royce Mckinley Colleague at Capstone Partners Financial And Insurance ServicesBakersfield, California, United States, United States View →
2 education records

Greg Avallon, Cfa education

Bs, Accounting, Finance

Boston College

Activities and Societies: BC Ski Team Captain, Student Athlete Advisory Committee

High School Diploma

Pingree School
FAQ

Frequently asked questions about Greg Avallon, Cfa

Quick answers generated from the profile data available on this page.

What company does Greg Avallon, Cfa work for?

Greg Avallon, Cfa works for Capstone Partners Financial and Insurance Services.

What is Greg Avallon, Cfa's role at Capstone Partners Financial and Insurance Services?

Greg Avallon, Cfa is listed as Financial Advisor at Capstone Partners Financial and Insurance Services at Capstone Partners Financial and Insurance Services.

What is Greg Avallon, Cfa's email address?

AeroLeads has found 1 work email signal at @capstonepartnersfinancial.com for Greg Avallon, Cfa at Capstone Partners Financial and Insurance Services.

What is Greg Avallon, Cfa's phone number?

AeroLeads has found 6 phone signal(s) with area code 978, 917, 424 for Greg Avallon, Cfa at Capstone Partners Financial and Insurance Services.

Where is Greg Avallon, Cfa based?

Greg Avallon, Cfa is based in Los Angeles, California, United States while working with Capstone Partners Financial and Insurance Services.

What companies has Greg Avallon, Cfa worked for?

Greg Avallon, Cfa has worked for Capstone Partners Financial And Insurance Services, Ascendant Advisors, Superfund Usa, Inc., Today'S Catch, and Waterdog Lobster Company.

Who are Greg Avallon, Cfa's colleagues at Capstone Partners Financial and Insurance Services?

Greg Avallon, Cfa's colleagues at Capstone Partners Financial and Insurance Services include Yves Atlan, Hannah Mathisrud, Dane Evans, Jeremiah Williamson, and Jose Salcedo.

How can I contact Greg Avallon, Cfa?

You can use AeroLeads to view verified contact signals for Greg Avallon, Cfa at Capstone Partners Financial and Insurance Services, including work email, phone, and LinkedIn data when available.

What schools did Greg Avallon, Cfa attend?

Greg Avallon, Cfa holds Bs, Accounting, Finance from Boston College.

What skills is Greg Avallon, Cfa known for?

Greg Avallon, Cfa is listed with skills including Alternative Investments, Investments, Mutual Funds, Securities, Equities, Hedge Funds, Wealth Management, and Asset Management.

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