CFP Certified Financial Advisor Greg Phelps
Greg has over 16 years of experience creating financial solutions for challenging retirement planning problems. He serves as the primary financial advisor and retirement planner to many financially secure families in Las Vegas and Henderson, NV.
“I have a passion for working with clients and solving financial problems… a strong desire to help clients achieve what they value most in life and retirement… and a true enjoyment of financial advice, retirement planning and the investment management world in general. So when you choose REDROCK, we’ll work together directly to create your vision of a Financially Inspired Retirement!”
Greg Phelps, CFP®, CLU®, AAMS®
Greg has considerable financial advisor experience with two of the largest wealth management firms, Morgan Stanley and Goldman Sachs. He also served clients as a Regional Manager of Wealth Management at RSM McGladrey, the nation’s fifth largest accounting firm. Through his is extensive experience, Greg has developed broad problem solving capabilities in helping his clients achieve the financial and retirement planning goals they value most.
Greg has worked diligently throughout his career to expand his financial, retirement and investment planning knowledge and skills. He’s earned several highly coveted 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 member of the National Association of Personal Financial Advisors as a NAPFA Registered Financial Advisor. NAPFA is the nations largest and most exclusive association of pure fee only financial planning advisors. He is also a member of the Financial Planning Association (FPA), a Paladin Registry 5 Star Financial Advisor and is FADD Certified (Fiduciary Advisors Due Diligence) by Investor Watchdog.
