Greg shares a story of integrity, reminds us to always believe in ourselves and keep moving the ‘ball’ forward.
Greg Phelps, CFP®, CLU®, AIF®, AAMS®, is the President of Redrock Wealth Management, a financial advisor firm in Las Vegas.
Greg has over 20 years of experience working with investors of all types. Greg’s primary focus however, is retirement planning for those nearly retired or already enjoying retirement.
Greg has worked with two of the largest wealth management firms, Morgan Stanley and Goldman Sachs. He also served as a Regional Manager of Wealth Management at RSM McGladrey, one of the nations largest accounting firms. With his extensive experience came a growing disdain for the brokerage industry.
Greg ventured out on his own opening REDROCK WEALTH MANAGEMENT in 2005. Redrock was founded on the belief that his client’s trust is his most valuable asset, and more importantly that trust must be earned.
Over the last two decades, he’s earned many prestigious designations and credentials in the financial services industry:
- CERTIFIED FINANCIAL PLANNER CFP ®
- CHARTERED LIFE UNDERWRITER ® CLU ®
- ACCREDITED INVESTMENT FIDUCIARY ® AIF ®
- ACCREDITED ASSET MANAGEMENT SPECIALIST ® AAMS ®
Greg is a National Association of Personal Financial Advisors Registered Financial Advisor, a member of the Financial Planning Association (FPA), a Paladin Registry 5 Star Financial Advisor and is also FADD Certified (Fiduciary Advisors Due Diligence) by Investor Watchdog. Greg’s firm Redrock Wealth Management is also the only CEFEX certified fiduciary advisor firm in Las Vegas.
Stories that Empower 