Our Services
Pacific Crest Financial is a provider of insurance and retirement planning services. Our goal is to provide complete solutions, and help our clients improve their financial lives. We offer personal and comprehensive services.
We offer a broad spectrum of retirement products and services and our clients are our first priority.
About Us
Gregory McCloskey is the principal and owner of Pacific Crest Financial Services. Greg earned his B.A. in English from UCLA and has worked in the Financial Services Industry for over 25 years. Specializing in Retirement, Insurance, and Estate Planning, Greg helps families and individuals improve their long-term financial health. Greg and his wife Gordana, have two sons, Lukas (13) and Lance (10), and reside in Irvine, California .
Greg holds several Licenses and Certifications, listed below:
Life and Disability Insurance License, California Department of Insurance
Certified Tax-Preparer; Licensed and Bonded
Long Term Care Insurance Certification - California Department of Insurance
Contact Us
Pacific Crest Financial
Call or email now
for an office or in-home appointment:
Tel: (949) 851-4969
Fax: (949) 606-9480
Email: gregorym@pacificcrestfinancial.com
Gregory McCloskey - CA Insurance License # 0B72919 California Department of Insurance.