Michael Gregg, Cfp®
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Michael Gregg, Cfp® Email & Phone Number

Founder, Managing Partner at Wealth Vision Advisors® LLC at LPL Financial
Location: San Francisco, California, United States 7 work roles 3 schools
1 work email found @lpl.com 2 phones found area 415 and 513 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email m****@lpl.com
Direct phone (415) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
LPL Financial
Role
Founder, Managing Partner at Wealth Vision Advisors® LLC
Location
San Francisco, California, United States
Company size
7900 employees

Who is Michael Gregg, Cfp®? Overview

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Quick answer

Michael Gregg, Cfp® is listed as Founder, Managing Partner at Wealth Vision Advisors® LLC at LPL Financial, a with 7900 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 415, 513, and a matched LinkedIn profile for Michael Gregg, Cfp®.

Michael Gregg, Cfp® previously worked as Founder, Managing Partner at Wealth Vision Advisors® Llc (Www.Wealthvisionadvisors.Com) and Wealth Planner / Financial Advisor at Lpl Financial. Michael Gregg, Cfp® studied at Certified Financial Planner™ Professional.

Company email context

Email format at LPL Financial

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*@lpl.com
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AeroLeads found 1 current-domain work email signal for Michael Gregg, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Michael Gregg, Cfp®

WEALTH VISION ADVISORS LLC® was created through a collaboration between two highly credentialed financial planners, Mike Gregg and Joe Davison. Joe’s background includes 30 years in the financial services and consulting industry while Mike has over 15 years of wealth management experience. Each had already built a portfolio of select clients in the San Francisco Bay Area and the Palm Desert area, and by combining their practices they gained the ability to leverage each other’s expertise to offer more comprehensive wealth management and financial planning services. Please visit their web presence at www.WealthVisionAdvisors.com

Listed skills include Insurance, Finance, Strategy, Estate Planning, and 23 others.

Current workplace

Michael Gregg, Cfp®'s current company

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

LPL Financial
Lpl Financial
Founder, Managing Partner at Wealth Vision Advisors® LLC
san diego, california, united states
Website
lpl.com
Employees
7900
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Company profile
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7 roles

Michael Gregg, Cfp® work experience

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

Founder, Managing Partner

Current
Wealth Vision Advisors® Llc (Www.Wealthvisionadvisors.Com)

San Francisco Bay Area

Michael Gregg is a registered representative with and securities offered though LPL Financial Member FINRA/SIPC www.finra.org, www.sipc.org. and offers investment advice through Mariner Independent Advisor Network. Joseph Davison is solely an investment advisor representative of Mariner Independent Advisor Network and not affiliated with LPL Financial. Mariner Independent Advisor Network, registered investment advisor and Wealth Visions Advisors are separate entities from LPL Financial.For a list of states in which we are registered to do business, please visit: https://www.wealthvisionadvisors.com/Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Jul 2019 - Present

Wealth Planner / Financial Advisor

Current
Lpl Financial

San Francisco

CA Insurance Lic# 0E90606

Feb 2017 - Present

Financial Planner

Cullen Financial Advisors

San Francisco Bay Area

Feb 2016 - Jan 2017

Financial Advisor At Pruco Securities, Llc

Prudential Financial

180 Montgomery Street, Suite 1900, San Francisco, Ca 94104

Oct 2012 - Feb 2016

Regional Sales Associate

Pj Robb Variable Corp

San Francisco

Practice manager charged with supporting top insurance sales producers and providing strategic estate planning ideas to Bay Area's most accomplished financial advisors and private bankers.

Jul 2010 - Oct 2012

Regional Sales Associate

Time Financial Services

San Francisco, Ca

Practice manager charged with supporting top insurance sales producers and providing strategic estate planning ideas to Bay Area's most accomplished financial advisors and private bankers.

Jan 2010 - Dec 2011

Director Of Operations

Pj Robb Variable Corp

San Francisco

Director of Operations charged with supporting top insurance sales producers and providing strategic estate planning ideas to Bay Area's most accomplished financial advisors and private bankers.

May 2005 - Mar 2009
Team & coworkers

Colleagues at LPL Financial

Other employees you can reach at lpl.com. View company contacts for 7900 employees →

GL Greg Liston Greg Liston Colleague at Lpl FinancialWichita, Kansas, United States View → CW Charles Wimbish, Aif® Crps® Crpc® Apma® Awma® Charles Wimbish, Aif® Crps® Crpc® Apma® Awma® Colleague at Lpl FinancialMartinsville, Virginia, United States View → JD Jeena Desai Jeena Desai Colleague at Lpl FinancialVista, California, United States View → SS Shaquayla Surratt Shaquayla Surratt Colleague at Lpl FinancialCharlotte, North Carolina, United States View → PM Patti Morgan Patti Morgan Colleague at Lpl FinancialCamarillo, California, United States View → SL Stacie Lambert-Snooks Stacie Lambert-Snooks Colleague at Lpl FinancialShawnee, Kansas, United States View → TR Timothy Ryan Ashmore Timothy Ryan Ashmore Colleague at Lpl FinancialThomson, Georgia, United States View → MM Mike Moore Mike Moore Colleague at Lpl FinancialCedarhurst, New York, United States View → MH Mary Heitzman, Cfp® Mary Heitzman, Cfp® Colleague at Lpl FinancialGrand Rapids, Michigan, United States View → AC Adrienne Compton Adrienne Compton Colleague at Lpl FinancialGreater St. Louis, United States View →
3 education records

Michael Gregg, Cfp® education

Education record

Certified Financial Planner™ Professional

Activities and Societies: Series 6, 7 and Series 63 held by LPL Financial. Series 65 held by Strategic Wealth Advisors Group LLC

Executive Certificate In Financial Planning

San Francisco State University

Taxation, Investments, Insurance, Estate Planning, Retirement Planning & Ethics

Bachelor'S Degree, Public Management And Minor In Business Administration

Indiana University, Bloomington

Activities and Societies: Finance Club, Out @ Kelley, and CASI (Accreditation and School Improvement) Board Member

FAQ

Frequently asked questions about Michael Gregg, Cfp®

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

What company does Michael Gregg, Cfp® work for?

Michael Gregg, Cfp® works for LPL Financial.

What is Michael Gregg, Cfp®'s role at LPL Financial?

Michael Gregg, Cfp® is listed as Founder, Managing Partner at Wealth Vision Advisors® LLC at LPL Financial.

What is Michael Gregg, Cfp®'s email address?

AeroLeads has found 1 work email signal at @lpl.com for Michael Gregg, Cfp® at LPL Financial.

What is Michael Gregg, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 415, 513 for Michael Gregg, Cfp® at LPL Financial.

Where is Michael Gregg, Cfp® based?

Michael Gregg, Cfp® is based in San Francisco, California, United States while working with LPL Financial.

What companies has Michael Gregg, Cfp® worked for?

Michael Gregg, Cfp® has worked for Wealth Vision Advisors® Llc (Www.Wealthvisionadvisors.Com), Lpl Financial, Cullen Financial Advisors, Prudential Financial, and Pj Robb Variable Corp.

Who are Michael Gregg, Cfp®'s colleagues at LPL Financial?

Michael Gregg, Cfp®'s colleagues at LPL Financial include Greg Liston, Charles Wimbish, Aif® Crps® Crpc® Apma® Awma®, Jeena Desai, Shaquayla Surratt, and Patti Morgan.

How can I contact Michael Gregg, Cfp®?

You can use AeroLeads to view verified contact signals for Michael Gregg, Cfp® at LPL Financial, including work email, phone, and LinkedIn data when available.

What schools did Michael Gregg, Cfp® attend?

Michael Gregg, Cfp® studied at Certified Financial Planner™ Professional.

What skills is Michael Gregg, Cfp® known for?

Michael Gregg, Cfp® is listed with skills including Insurance, Finance, Strategy, Estate Planning, Management, Investments, Retirement Planning, and Crm.

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