Chair for Wealth Management
Greg McMullen has lived with his wife in San Diego county since 2000 when they moved from the East coast. Since graduating from Temple University in Philadelphia, Greg has worked in the healthcare industry for 5 years as an internal auditor, acquisition accountant, and senior financial analyst prior to switching his career into the financial planning business.
Since his move to San Diego, Greg has worked with individuals, families, & small businesses to help accumulate assets in a tax and cost efficient process in preparation for retirement as well as the distribution phase of those assets without running out of money. His areas of expertise are retirement plans (including individual & small business), mutual funds, college savings programs, life insurance, health insurance, annuities, long term care and college savings programs.
Due to Greg’s working knowledge of government benefits, he has also specialized in working with school teachers and federal employees. Outside of work, Greg offers his time, talent, and treasure to his local Catholic church and other non-profit organizations.
Greg McMullen, Registered Representative, Concourse Financial Group Securities 858-922-0195, firstname.lastname@example.org, Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor.