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Greg Phelps

Partner Advisor

Designations: CFP®, AIF®, CLU®, AAMS®

  702-987-1607

  Las Vegas, NV

With over 30 years of financial sector experience, CERTIFIED FINANCIAL PLANNER ™ Greg Phelps is a partner-advisor in Allworth’s Las Vegas office. A native of Southern California, where he attended California State University San Bernardino, Greg and his family have called Las Vegas home since 2002. When asked about his approach to advising, he said, “I understand how difficult it is to entrust your financial future to an advisor, which is just one of the reasons we work hard to build and maintain confidence and communication with the people we are privileged to serve.” Married, an avid outdoorsman, and the father of twin boys, Greg’s perspective on life, work, and family were forever altered when he and his wife elected to attend the 2017 Route 91 Harvest music festival in Las Vegas, Nevada, the largest mass shooting in American history.

Education and Certifications

Who I work with

What guides my approach

With over 30 years of financial sector experience, CERTIFIED FINANCIAL PLANNER ™ Greg Phelps is a partner-advisor in Allworth’s Las Vegas office. A native of Southern California, where he attended California State University San Bernardino, Greg and his family have called Las Vegas home since 2002. When asked about his approach to advising, he said, “I understand how difficult it is to entrust your financial future to an advisor, which is just one of the reasons we work hard to build and maintain confidence and communication with the people we are privileged to serve.” Married, an avid outdoorsman, and the father of twin boys, Greg’s perspective on life, work, and family were forever altered when he and his wife elected to attend the 2017 Route 91 Harvest music festival in Las Vegas, Nevada, the largest mass shooting in American history.

“The personal interaction with people who genuinely need financial guidance and help is why I enjoy what I do. I’ve always said the relationship between financial planner and client is second only to faith, close family, and friends, and I enjoy helping people reach their life goals, which take both money and planning to achieve.”

- Greg Phelps, Allworth Partner Advisor

More About Greg:

  • Greg has twin boys who both attend Boise State University. 
  • He has been married for 21 years and loves to boat, fish, mountain bike, and generally be outdoors when he can. 
  • After sending his boys off to college, he learned how to cook. He makes and cans his own salsas, smokes meat, and makes a wicked good chili colorado.
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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

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