Greg Carroll Email and Phone Number
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Greg Carroll personal email
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✉ greg@wwmfinancial.com☎ 760-692-5190★★★ MY PAST, YOUR FUTURE ★★★I honed my sense of financial responsibility in college when I committed countless hours to textbooks and lectures, leaving the collegiate mayhem to my peers. In 1989, after serving in the U.S. Army, I paid my own way at Arizona State University courtesy of the G.I. Bill. Showing a commitment to pave the way for my future in financial services, I now impart this wisdom to my clients as President of Sterling Global Strategies.★★★ STERLING GLOBAL STRATEGIES ★★★Sterling provides investment management, retirement and insurance planning to high-net worth individuals. The Sterling team has combined experience of over 100 years in the financial services industry with over $350 million in assets under management. Sterling is a Registered Investment Advisor (RIA) and partners with Charles Schwab, one of the largest wealth management firms in the world. Charles Schwab Advisor Services provides SGS with the platforms, products, programs and resources needed to ensure the long-term financial growth of its diverse clientele.★★★ EXPERIENCE MATTERS ★★★In 2008, I founded Sterling Global Strategies along with partner Michael Haig. Previously, I served as a Financial Consultant for UBS Financial Services Inc. and Smith Barney (Citigroup) starting in 1995. I earned a Bachelor’s Degree in Marketing and Finance from A.S.U. and have completed advanced studies in IRA rollovers, insurance products and fiduciary programs.★★★ WHY WE NEED TO TALK ★★★Contact me and I will analyze your current and future assets, weigh your liabilities and implement estate planning strategies. I will then offer periodic reviews to determine if your investment strategy remains aligned with your goals. I will also proactively propose and implement solutions. If growth is the goal, you need to contact me to secure your future financial moorings. ►► www.wwmfinancial.com
Wwm Financial
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Vice President - Wealth AdvisorWwm Financial Jul 2019 - PresentCarlsbad Ca
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PresidentSterling Global Strategies Jan 2009 - Jul 2019Carlsbad Ca►► SGS MISSION ►►Sterling Global Strategies was created to provide investment options that significantly reduce downside risk, with the ultimate goal of producing positive returns every calendar year. All of our tactical strategies are managed, using a proprietary algorithm which consists of a risk management overlay that can invest 100% of assets in cash during broad market declines. SGS is one of a handful of money managers that utilize cash as an asset class, thereby limiting downside exposure.►► METHODOLOGY ►►SGS utilizes intermediate-term trend analysis to determine which asset classes are entrenched in extended bull markets and which are experiencing bear markets. The data is then further evaluated to eliminate the asset classes that are dropping and to overweight investing in those asset classes that display an upward trend.►► STRATEGY ►►Sterling Global Strategies is a strong believer that high alpha can be achieved through asset class trend analysis coupled with having the ability to invest 100% of capital in cash. Our strategies are available through many Broker/Dealers, UMA platforms as well as Variable annuities.
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Managing PartnerSterling Wealth Managment Group Oct 2008 - Jul 2019Carlsbad Ca►► HISTORY & PURPOSE ►► My partner Michael Haig and I wanted to start an investment advisory business, one that could set higher standards for the financial services industry and make those services affordable. We sought to break free from all the conflicts of interest arising from the big brokerages forcing products through brokers down to their clients.►► VALUE TO CLIENTS ►► In this new environment, we are able to create a value to our clients where they know that their needs come first. At Sterling, we focus on small business retirement planning as well as high net worth individuals.
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Member Of Board Of DirectorsBoys And Girls Club Of San Marcos Jan 2000 - Jun 2013San Marcos, Ca►► LEADER & FUNDRAISER ►►I helped set policies and procedures for the Club's operations. As with any non-profit, I spent the majority on my time fundraising to help keep the doors open, so the kids could have a safe place to go before and after school. -
Financial AdviserUbs Financial Services Jul 2001 - Oct 2008►► RETIREMENT PLANNING ►►Worked with high-net worth individuals and small businesses on comprehensive retirement planning. -
Financial AdvisorSmith Barney Jan 1995 - Jul 2001►► FINANCIAL MANAGEMENT ►►Worked with high-net worth Individuals and small businesses on comprehensive retirement planning.
Greg Carroll Skills
Greg Carroll Education Details
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Marketing And Finance
Frequently Asked Questions about Greg Carroll
What company does Greg Carroll work for?
Greg Carroll works for Wwm Financial
What is Greg Carroll's role at the current company?
Greg Carroll's current role is LIVE YOUR LIFE CONFIDENTLYAn integrated team approach that will better help you achieve your financial goals.
What is Greg Carroll's email address?
Greg Carroll's email address is gr****@****wmg.com
What is Greg Carroll's direct phone number?
Greg Carroll's direct phone number is 1-760-603*****
What schools did Greg Carroll attend?
Greg Carroll attended Arizona State University.
What are some of Greg Carroll's interests?
Greg Carroll has interest in Football, Children, Kids, Cooking, Volunteering, Electronics, My Kids, Home Improvement, The Beach, Golfing.
What skills is Greg Carroll known for?
Greg Carroll has skills like Investment Advisory, Retirement Planning, Investments, Series 7, Mutual Funds, Risk Management, Securities, Asset Allocation, Mortgage Lending, Asset Management, High Net Worth Individuals, Financial Services.
Who are Greg Carroll's colleagues?
Greg Carroll's colleagues are Itzel Monarrez, Megan Busch, Veronica Gutkin, Naomi Mellos, Steve Wolff, Cicera Do, Catherine Magana.
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