Gregory brings over 30 years of experience as a fiduciary, financial planner, money manager, insurance agent, and stockbroker, specializing in full wealth management, having operated independently since 2004. He holds a Business/Finance degree from Cal State Fullerton and carries Series 7, 63, 65, and 24 securities licenses, along with Life and Health insurance licensure across 13 states. Based in Las Vegas, NV and Newport Beach, CA, Gregory has partnered with Centaurus Financial since 2010, utilizing Charles Schwab and Pershing as custodians