Greg Phelps

I've been a financial advisor for 20+ years. I focus heavily on financial planning with retirement specialization. As a fee only financial advisor, I work for you, NOT Wall Street.

Financial Adviser at Finacuity in Las Vegas, NV

About

As the president and lead plan designer of Redrock Wealth Management I help clients in the retirement transition phase. Typically our clients struggle with things like Social Security claiming strategies, how to tax efficiently spend down their assets, do they have enough to retire, and how to integrate their various accounts into a cohesive plan.

Contact
Click for phone number
(702) 987-1607
Address
9480 S. Eastern Ave. Ste. 251 in Las Vegas, NV 89123
Info
Year started: 1995

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Specialties

  • Bonds & Fixed Income
  • Commodities
  • Equities
  • Mutual Funds
  • Retirement Planning
  • Tax Advantaged Investments

Servicing

Credentials

Associations

NAPFA
FPA

Certifications

AAMS
AIF
CFP
CLU

Background

Experience

President, Retirement Transition Specialist

Education

Cal. St. San Bernardino