Pacific Crest Financial
Retirement/Investments Estate Planning Annuities Health Insurance Life Insurance More Info

About Pacific Crest Financial

Pacific Crest Financial was founded and is operated by Gregory W. McCloskey. 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 has helped thousands of families and individuals improve their long-term financial health. Greg and his wife Gordana, have two sons, and reside in Irvine, California.

Greg holds several important licenses and certifications, listed below:

• CERTIFIED FINANCIAL PLANNER™
• Life and Disability Insurance License
• Certified Tax-Preparer
• Long Term Care Insurance

 

Pacific Crest Financial
Pacific Crest Financial
Tel: (949) 851-4969 • Fax: (949) 756-0981 • Email: gregorym@pacificcrestfinancial.com