About Pacific Crest Financial
Gregory W. 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:
- Certified Financial Planner – CFP Board of Standards
- Life and Disability Insurance License, California Department of Insurance
- Certified Tax-Preparer; Licensed and Bonded
- Long Term Care Insurance Certification - California Department of Insurance
- Registered Notary Public
The hyperlinks provided are intended for informational purposes only and are not to be interpreted by the recipient as a solicitation or endorsement.
Gregory McCloskey - CA Insurance License # 0B72919 California Department of Insurance.