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Gregory Marshall CA Insurance Lic# 0D18217

Gregory Marshall CA Insurance Lic# 0D18217

As a financial professional, my purpose is to assist my clients in achieving financial security. I strive to protect my clients from downside risk and attain positive results in the most tax efficient manner possible. I accomplish this through educating my clients regarding sound strategies that will fit their personal situation. I am committed to helping my clients understand the complex rules of saving for retirement while overcoming financial misinformation. I have found that a financially educated client will most often make a sound decision.

I began my career in financial services in August 2000. I was first affiliated with Transamerica Financial Advisors, Inc. from 2001 to 2015. I currently hold Life & Health Insurance licenses. I am a native of Long Beach, CA and currently reside with my wife of 40+ years in Moreno Valley, CA. I have 4 children and 8 grandchildren. I enjoy sailing, mountain biking, walking and reading. I have been an entrepreneur for over 39 years and understand what it takes to operate a successful business. I am also conversant in the Japanese language.