Gregory D. (Greg) Vacca, Cfp, Clu Email and Phone Number
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Gregory D. (Greg) Vacca, Cfp, Clu personal email
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From varied life experiences, I have developed the ability to work with diverse personalities within the framework of three key values: effectiveness (working to achieve results), respect (taking a second look at ideas and perspectives of others) and honesty (creating an environment where individual truth can be expressed). My skill set has allowed me to work in various capacities across three industries: non- profit/healthcare, financial services and technology. As a minister and chaplain, I learned how to listen to the important parts of people’s life and to motivate people to take positive action. As a salesperson, I learned how to clarify people’s goals and dreams and then create a value proposition focused on providing information and product to solve potential problems and needs. As a senior manager and CEO, I learned how to focus diverse perspectives into mission driven consensus achieving top results. As a person, I learned how to forgive and forget and to move forward with expectation of good things to come. Although I found the discipline to work by myself, I much prefer working with people in synergistic settings. I welcome opportunities to consult with companies or institutions that are looking to build product, distribution, marketing or incentive compensation models. I welcome opportunities to work with individuals or charities to plan and secure financial products. I welcome, too, calls from old friends to know they are doing well or listen to a burden if needed. Looking forward to connecting with you….
Money Concepts
View- Website:
- moneyconcepts.com
- Employees:
- 564
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PrincipalVacca Financial And Insurance Services Sep 1980 - PresentNewport Beach, CaWithin an industry blended career, Vacca Financial and Insurance Services has been home to financial planning work with individual clients and consulting work with insurance companies, third party marketers and various financial institutions on the sale of insurance and investment products.Current licenses are: FINRA Series 7, 24, 63, 65, 53, Life/Health, Property/Casualty, Fixed and Variable Annuities, Long-Term Care. California License Number: 0590153. FINRA CRD Number: 1628769. The consulting component of past work encompassed:•Conceiving sales force structure and lead generation collateral; Introducing new products and sales programs for clients such as: ABN-AMRO/La Salle Bank, Chicago, IL; Stewart Title, Houston, TX; Promark Financial, Irvine, CA (largest marketing organization for AIG Insurance Companies) with Wells Fargo Bank, Minneapolis, MN; Transamerica Life, Cedar Rapids, IA; MetLife, Irvine, CA•Researching target markets and recommending features for products with insurance companies such as: First Penn Pacific, Schaumburg, IL; Allstate, Northbrook, IL; Jefferson Pilot, Greensboro, NC•Co-founding a national marketing organization (CoreLINK Group) with a proprietary technological platform for the sale of investment and insurance products for financial institutions.Financial Planning work with individuals is:A multi-step defined process. Active listening and communication are essential to the establishment of goals, appropriate recommendations and timely review to monitor progress. All Securities Offered Through Money Concepts Capital Corp. | Member FINRA / SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC. Vacca Financial and Insurance Services IS AN INDEPENDENT COMPANY AND NOT AFFILIATED WITH MONEY CONCEPTS CAPITAL CORP.
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PresidentMoney Concepts Apr 2020 - PresentNewport Coast, California, United StatesMoney Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn Vacca Financial and Insurance Services is an independent company not affiliated with Money Concepts Capital Corp.
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VolunteerNon Profits Jan 2002 - Apr 2020United States• UC Irvine, Chancellor’s Club, Leadership Advisory Council (former President) 2012 - present• Santa Lucia Community Association, Director (former President) 2010 – present• Presbyterian Church USA, Los Ranchos Presbytery, Trustee 2010 – 2016• Orange Coast Interfaith Shelter, Director and President 2009 - 2014 • UC Irvine, Institutional Biosafety Committee, Community Representative 2006 - 2009• Financial Institutions Insurance Association (FIIA), President and Director 1995 - 2002• Bank Insurance & Securities Association (BISA), Founding Director and Co-President 2002 - 2006• National Association of Insurance and Financial Advisors (NAIFA), Trustee 2002 – 2003
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Program Manager/Advisor Development ManagerSorrento Pacific Financial, Llc May 2016 - Oct 2019California, United StatesSorrento Pacific Financial, LLC (SPF) and CUSO Financial Services, LLC (CFS) are national broker dealers and Registered Investment Advisor that specializes in working with investment programs in credit unions and community and regional banks across the United States. With a complete array of investment products, sales support and technology to increase efficiencies, SPF and CFS helps to ensure compliance and increase revenue in investment programs while serving customers in their best.The role of Program Manager/Advisor Development Manager was responsible for recruiting and managing registered representatives and interfacing with institution leadership. The managed region consisted of 10 credit union/bank institutions with 16 advisor positions covering California between Los Angeles and north of the San Francisco Bay Area. -
President And CeoSavedaily May 2011 - May 2016California, United StatesSaveDaily had a singular focus... "To bring Wall Street caliber investment opportunities to Main Street savers." Save Daily’s proprietary technology offered unique benefits to serve the mass-market clientele by being the low cost provider of private-labeled investing solutions servicing participants of every income level with mutual fund investment offerings. This exclusive program provides the opportunity to offer a viable savings and investment program to a demographic that has been traditionally viewed as unprofitable and consequently under served. While serving as President and CEO, the company was transitioned from publicly-traded to private and the core business was refocused developing new business relationships from multiple banks, credit unions and broker/dealers across the US. Revenue and assets under management were tripled. Over $8 million dollars of new funding was secured from accredited investors. Completed SEC examination of the firm and negotiated majority sale of the company to a foreign investment group before leaving. -
Vp Region ManagerUsbancorp, Investments Nov 2009 - May 2011San Diego, Inland Empire, Orange County, CaUSBancorp Investments was the broker/dealer subsidiary of USBank , the fourth largest US commercial bank. One southern California region covering San Diego, Inland Empire and portions of Orange County, consisted of over 200 branches with approximately 30 registered investment reps selling investment and insurance products to bank customers.As VP Region Manager, the region ranking from bottom position was to moved first in revenue growth percentage, first in recruiting, and second in percent-to-goal achievement.
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President And CeoWifimed Holdings Company Jul 2006 - Nov 2009Atlanta, GaRetained after the acquisition of JMJ Technologies as President and CEO to restructure and expand WiFiMed Holdings Company, a fully reporting, publicly traded bulletin board company with 43 employees in 6 states. Through its wholly owned subsidiaries WiFiMed, Inc., EncounterPRO Healthcare Resources, Inc., and CyberMedx Medical Systems, Inc., WiFiMed Holdings Co, Inc. offers proprietary solutions enabling physicians and other healthcare providers to document the physician-patient encounter through continuously updated state-of-the-art technologies.As President and CEO of JMJ Technologies, restructured and positioned company in bankruptcy for merger/acquisition. JMJ developed and sold clinical information and workflow software for the health service professions. Award winning Microsoft® Certified Partner. The product won 14 national awards of excellence and was certified by the Certification Commission for Health Information Technology for Ambulatory Care 2006 -
Svp Insurance And Business BankingCalfed Investments May 1994 - Jan 2003Sacramento, CaStrategized, developed, implemented and directed a program for investment representatives to sell life, health and business insurance to the customers of Cal Fed Bank. Before acquisition by Citbank (West), Cal Fed was the second largest national thrift with assets of approximately $60 billion and over 350 branches in California and Nevada. Cal Fed Investments, the broker/dealer subsidiary, had over 1000 licensed representatives and annual sales of over $1.2 billion. Insurance sale (non-annuity) revenue was 18% or approximately $10 million annualized.
Gregory D. (Greg) Vacca, Cfp, Clu Skills
Gregory D. (Greg) Vacca, Cfp, Clu Education Details
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Biological Sciences -
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San Francisco Theological SeminaryTheology
Frequently Asked Questions about Gregory D. (Greg) Vacca, Cfp, Clu
What company does Gregory D. (Greg) Vacca, Cfp, Clu work for?
Gregory D. (Greg) Vacca, Cfp, Clu works for Money Concepts
What is Gregory D. (Greg) Vacca, Cfp, Clu's role at the current company?
Gregory D. (Greg) Vacca, Cfp, Clu's current role is Principal.
What is Gregory D. (Greg) Vacca, Cfp, Clu's email address?
Gregory D. (Greg) Vacca, Cfp, Clu's email address is gr****@****ily.com
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Gregory D. (Greg) Vacca, Cfp, Clu's direct phone number is +156279*****
What schools did Gregory D. (Greg) Vacca, Cfp, Clu attend?
Gregory D. (Greg) Vacca, Cfp, Clu attended University Of California, Irvine, The American College, College For Financial Planning, San Francisco Theological Seminary.
What skills is Gregory D. (Greg) Vacca, Cfp, Clu known for?
Gregory D. (Greg) Vacca, Cfp, Clu has skills like Investments, Mutual Funds, Financial Services, Series 7, Insurance, Fixed Annuities, Retirement Planning, Wealth Management, Financial Advisory, Long Term Care, Etfs, Finance.
Who are Gregory D. (Greg) Vacca, Cfp, Clu's colleagues?
Gregory D. (Greg) Vacca, Cfp, Clu's colleagues are Erika Clay, Timothy Higgins Cfp, Cpa, Pfs, Cgma, Kimberly Vera, Julie Green, William Johnson, Tony Valle, Norma Castro Cruz.
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