Amended 1099′s
Tax season can be a frustrating time for any investor. This frustration can evolve into a very irr…
Mar 21 2013Greg has over 17 years of experience creating financial solutions for challenging financial and 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®, AIF®, 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. Most importantly he realizes that his clients trust is his firm’s most valuable asset, and that trust must be earned.
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.
Greg is a CFP Financial Advisor in Las Vegas and Henderson, Nevada
Husband, Father and Coach
Husband, father and coach sum up in three words the majority of Greg’s life outside of REDROCK. There’s more to life than work after all, and being well-rounded helps him stay grounded in life and with work.
Greg and his wife Katrina just celebrated their 10th year of marriage in November of 2012. They met in 2000 in Southern California, and ended up in Las Vegas in 2002 after a brief stint in Salt Lake City, Utah. In Salt Lake they enjoyed boating, snowboarding and camping. Salt Lake City is an amazing city if you love the outdoors and an active lifestyle.
In 2003 Katrina and Greg were blessed with the birth of their only children, Austin and Hunter. Austin and Hunter are identical twin boys. It wasn’t planned and doesn’t run in either family, it was just an unexpected blessing for the two of them!
Greg absolutely loves sports including snowboarding, golf, target and skeet shooting, especially baseball! He started coaching kids when Austin and Hunter turned 4 through the Paseo Verde Little League. Coaching TBall was a challenging experience, yet through the years he has grown as a coach with each team he ran.
In the fall of 2010 Greg’s team won the Vegas Valley Fall Ball Championship. In the spring of 2012 his team went 14-2 and captured the AA Championship in Paseo Verde Little League. Today he coaches a Las Vegas club baseball team, the Nevada Wildcats, where they’ve captured multiple first and second place finishes at local tournaments.
Over the years he’s coached over 100 boys and girls, and he views coaching and baseball as life lessons as much as sports development. Most importantly coaching has allowed him to spend a great deal of time with his boys, Austin and Hunter.
