Gregg Himfar

Financial Planning & Wealth Accumulation Strategies

Financial Adviser at Investacorp, Inc. in Carlsbad, CA


Our #1 goal is to provide our clients with clear, concise, and reliable wealth management solutions. We accomplish this by operating independently, without bias, and fostering open and direct dialogue in straight forward, easy to understand terms. Honesty and integrity are at the core of our decision making process. We take great pride in understanding the big picture, and above all, place our clients interests above those of our own. These values/attributes, we believe, are what distinguish us from the others within our profession. We focus our expertise on: • Wealth Management for Individuals / Families • Employee Benefits - Large & Small Businesses • Insurance Leveraging two decades of financial services industry experience, we provide expertise on the following topics: • Investment Planning • Income Tax Planning • Insurance Planning • Retirement Planning • Employee Benefits • Estate Planning • Charitable Giving • Succession Planning • Special Needs Planning • College / Education Planning Gregg F. Himfar CFP® is a Certified Financial Planner™, with more than 20+ years of financial industry experience. The Certified Financial Planner™ operates under a strict set of moral and ethical guidelines - namely the CFP® Board's "Code of Ethics." Securities by licensed individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC Advisory Services Offered Through Investacorp Advisory Services Inc. A SEC Registered Investment Advisory Firm The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.

2344 Larimar Ave in Carlsbad, CA 92009
None specified


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Best Answers

Asked by an anonymous user
Answered by Gregg Himfar, Financial Adviser in Carlsbad, CA
Cut expenses somewhere and invest that savings in something like a Roth IRA. Even if its $10.00/month, just seeing the account grow will be good for your mind-set. F...
Asked by Kaila tubbs
Answered by Gregg Himfar, Financial Adviser in Carlsbad, CA
You need roughly 60% - 80% of your pre-retirement salary/income each year of retirement adjusted for a hypothetical return, an inflation factor to discount back these ...
Asked by Ron
Answered by Gregg Himfar, Financial Adviser in Carlsbad, CA
You'll certainly have a tough time retiring on 4% with a 25 year time frame. Why? Your real rate of return is closer to 2.5% after you factor in inflation. With suc...


  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments



Series 7
Series 65


Certified Financial Planner™





San Diego State Univ