Greg Phelps

Greg Phelps, CFP®, CLU®, AIF®, AAMS® is a seasoned financial professional with extensive experience in wealth management and advisory services. Currently serving as a Partner Advisor at Allworth Financial since March 2023, Greg is dedicated to assisting clients in achieving a secure retirement through comprehensive financial planning. Previously, as a Wealth Steward at Redrock Wealth Management from April 2005 to March 2023, Greg focused on helping clients balance their spending and quality of life. Earlier experience includes roles as the National Director of Fiduciary Advisory Services at RSM McGladrey, a Financial Consultant at Goldman Sachs, and a Vice President at Morgan Stanley, where Greg specialized in investment management and financial planning for affluent clients. Greg holds a BA in Business Administration/Management from California State University-San Bernardino.