Greg Phelps, CFP®, CLU®, AIF®
Las Vegas, Nevada, 89123
Member Since 2005
The Firm focuses every client interaction on its mission statement: We add value to our clients lives by providing exceptional, comprehensive, and independent financial advice and retirement planning services, exhibiting at all times the knowledge, experience, and integrity necessary to create a substantial and positive financial effect for our clients.
Other financial advisors focus on selling investment or insurance products for commissions. As a Fee-Only financial advisor firm, our services are client-centric, comprehensive, conflict-free, and driven by your financial and retirement planning success!
My Location
Background Information
Years of Financial Experience
- 16
Education
- California State University, San Bernardino (BA)
Certifications and Designations
- CFP®
- CLU®
- AAMS®
- AIF®
Association Memberships
- NAPFA
- Financial Planning Association
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Primary Custodian(s)
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
- Other
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 134562
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: REDROCK WEALTH MANAGEMENT, LLC
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Nevada
Planning Services
- Financial Planning, Retirement
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Commodities, REITs
Insurance Products
- None
Visit Website - http://www.REDROCKWEALTH.com
Greg Phelps
on LinkedIn
Greg Phelps
on Facebook
Greg Phelps
on Twitter
3Following
2Followers
8Tweets
A fun factoid, The Super Bowl Indicator (82% accuracy) = Giants win the stock market should go up in 2012 if the Patriots win it should drop
I blogged on this last summer - FINRA warns about chasing yield again http://t.co/MD0YOsnX it's a dangerous game with investing...
Newt got hammered on the "how much did you make off Fannie Freddie thing! Romney ate his lunch-I lost a large chunk of respect 4 Newt-weak.
Italy/Spain downgraded by Fitch. Just another chapter in the onslaught of ratings downgrades. I'm beginning to wonder of anyone notices...