Greg Micco
Financial Planner | Wealth Advisor@ Pacific Capital Investment
Honolulu, Hawaii, United States
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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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Emails and Phone Numbers

@hotmail.com
@rr.firstallied.com
+1 212691****
+1 212245****
+1 808292****
+1 808228****
+1 814512****
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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.

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Work Experience

Investment Management

12
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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.
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Education

Penn State University
Penn State University

Mathematics,

Bachelors,

Bachelor Of Science

1997-1999
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