Associates

CA Insurance Lic # 0D38218. Resident State CA

Greg focuses on working with business executives, professional athletes and entrepreneurs. He has over 25 years of experience in the financial services industry. He began his career in 1993 with Shearson Lehman in New York City.  As a member of a high net-worth management practice, Greg's mission is to provide every client with targeted comprehensive financial advice and investing planning strategies designed to assist clients achieve their short and long term goals while working to reduce investment risk utilizing asset allocation through traditional and alternative investments as well as non-correlated asset classes delivered with the highest level of personal service and integrity.  In 1994 he graduated from the Smith Barney Financial Advisory training program and began his own practice in the summer of 1995 where he grew his practice at Smith Barney until February of 2009. Since joining Wells Fargo Advisors in 2009, he has continued expand his practice and now incorporates estate planning, insurance and trust services.

Greg holds Series 7 (General Securities Representative), Series 65 (Uniform Investment Advisor Law), and Series 63 (Uniform Securities Agent State Law) registrations and Life and Health Insurance Agent (State of California) licenses. Greg received a BA in International Studies from The University of Lynchburg in 1992. He was a member of the golf team. Greg continues to compete as an amateur and also enjoys ice hockey.  His wife Pearl is retired from the LPGA where she held a tour card for 15 years.  She is recently retired as head coach for the woman's golf team at Cal State Fullerton but still remains involved with junior golf.  They are co-founders of the Pearl Sinn-Bonanni Foundation supporting breast cancer awareness.  They reside in Manhattan Beach, California with their daughter Madeline and son Marcus and Labradoodle Bo.