Greg Phelps
Partner Advisor, CFP®, AIF®, CLU®, AAMS®
With over 20 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.
