CFP® & Accredited Investment Fiduciary® Advisor
Greg Phelps, Financial Advisor & Wealth Manager
Greg has over 17 years of experience creating financial solutions for challenging investment and retirement planning problems. He serves as the primary financial advisor and retirement planner to many financially secure families in Las Vegas and nationally.
Experience & Knowledge You Can Rely On
Greg has considerable financial advisor experience with two of the largest wealth management firms, Morgan Stanley and Goldman Sachs. He’s also served as a Regional Manager of Wealth Management and Director of Fiduciary Advisor Services at RSM McGladrey, the nation’s fifth largest accounting firm.
In 2005 he formed REDROCK WEALTH MANAGEMENT, a registered investment advisor firm. The firm delivers an excellent client experience through comprehensive financial planning coupled with low-cost institutional investments and full disclosure of all fees.
Through his is extensive experience, Greg has developed broad problem solving capabilities in helping his clients achieve the financial and retirement planning goals they value most. He’s put his experience and knowledge to work in the creation of Portfolio Architect to help investors succeed nationwide.
Credentials & Education You Can Trust
Greg has worked diligently throughout his career to expand his financial, retirement and investment planning knowledge and skills. He’s earned several highly coveted designations and credentials in the financial services industry:
- CERTIFIED FINANCIAL PLANNER(TM) CFP®
- CHARTERED LIFE UNDERWRITER® CLU®
- ACCREDITED INVESTMENT FIDUCIARY® AIF®
- ACCREDITED ASSET MANAGEMENT SPECIALIST® AAMS®
Greg is a member of the National Association of Personal Financial Advisors as a NAPFA Registered Financial Advisor. NAPFA is the nations largest and most exclusive association of pure fee only financial planning advisors. He is also a member of the Financial Planning Association (FPA), a Paladin Registry 5 Star Financial Advisor and is FADD Certified (Fiduciary Advisors Due Diligence) by Investor Watchdog.