Greg Phelps, Cfp®, Clu®, Aif®, Aams® Email & Phone Number

Las Vegas, Nevada, United States

My passion is helping people retire rich and fearless through comprehensive tax, estate, risk, financial, and investment planning and services.

Las Vegas, Nevada Area

For our clients dying broke simply isn't an option, but neither is sacrificing their quality of life! We focus with laser precision on helping them find their best balance between spending too much, and living too little.Once we find that balance, we help them execute by squeezing every last dime their finances can offer. Our typical clients come to us.

Las Vegas, Nevada Area

At the 5th largest accounting firm in the country - RSM McGladrey, I was the Regional Manager of Wealth Management Services and national director of Fiduciary Advisory Services for 401(k) plans. I worked with small to medium sized businesses, individuals, and families, on their corporate and personal financial and investment goals.As a financial advisor to.

Financial advisor and wealth management specialist working directly with affluent clientele nationwide to accomplish their personal retirement and financial needs and goals.

Victorville, CA

Financial advisor and investment consultant to affluent individuals and families primarily in the Southern California area. I was directly involved in assisting my clients with their investment portfolio management, financial planning and implementation with a special emphasis on accomplishing their long-term financial and retirement plan goals.

Ba, Business Administration/Management

Activities and Societies: President, Coyote Cycling Club

Education record