Greg Micco
Penn State University
Tell me more about Greg Micco?
Greg Micco is a highly experienced financial professional with 22.7 years of work experience. He specializes in wealth management, series 7, financial services, investments, and equities. Based in Honolulu, Hawaii, Greg is currently working as a Financial Planner and Wealth Advisor at Pacific Capital Investments. He has previously worked at Merrill Lynch and Credit Suisse, gaining valuable experience in financial advisory and debt trading. Greg's expertise and commitment to providing honest advice make him a trusted advisor for clients in the financial industry.
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About
Pacific Capital Investments is an independent wealth management and financial planning firm based in Honolulu, Hawaii formed with the desire to tailor comprehensive financial services to each client’s unique needs, wherever they are in life. By combining our passion for helping others with our decades of experience, our mission is to serve as an essential partner on which clients can rely for honest advice, unbiased recommendations, and trusted guidance. We enjoy building close relationships with clients and empowering them to take control of their financial lives and pursue their financial dreams. In fulfilling our mission, we have developed three core principles: * Planning-Based Approach * Comprehensive Solutions * Individual Client Focus Please note: All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.
...See MoreWork Experience
Financial Planner | Wealth Advisor
Investment Management
Greg Micco's Professional Milestones
- Financial Advisor (2010-01-01~2012-05-01): Provided strategic financial advice to client in a timely manner, identifying their financial goals and providing financial insights.
- Financial Planner | Wealth Advisor (2012-06-01~): Designing strategic financial plans to optimize portfolios and promote sustainable growth.
Education
Mathematics,
Bachelors,
Bachelor Of Science
1997-1999Skill
Wealth Management
Series 7
Financial Services
Investments
Equities
Asset Allocation
Asset Management
Fixed Income
Bloomberg
Mutual Funds
Financial Modeling
Investment Strategies
Hedge Funds
Strategic Financial Planning
Capital Markets
Financial Planning
Certified Financial Planner
Insurance
Life Insurance
Disability Insurance
Long Term Care Insurance
Tax Planning
Estate Planning
Retirement Planning
Retirement Income Strategies
Iras
Education Savings
529 Plans
Credit Management
Succession Planning
Alternative Investments
Real Estate Investment Trust
Uniform Combined State Law
Certification
Colleagues
Steve Ruthenbeck
Director of Sales and Acquisitions
Alvaro Barriga
Chief Executive Officer | Head of Trading
rachael tri juniarti
Assistant Vice President of Marketing
Kevin Chan
Representative Director
Samuel Cahyono
relationship manager at pasific capital investment
Other Named Greg Micco
Frequently asked questions
We found 2 Greg Micco's email addresses
We found 5 Greg Micco's phone numbers
Greg Micco works for Pacific Capital Investment
Greg Micco's role in Pacific Capital Investment is Financial Planner | Wealth Advisor
Greg Micco works in the industry of Investment Management
Greg Micco's colleagues are Steve Ruthenbeck,Alvaro Barriga,rachael tri juniarti
Greg Micco's latest job experience is Financial Planner | Wealth Advisor at Pacific Capital Investment
Greg Micco's latest education in Penn State University