Gregory Rexford

Gregory Rexford

Financial Strategist

With over 20 years experience in the financial services industry, Greg helps individuals and families to build and implement strategic retirement plans.  He is the founder The 3-Tier Retirement Strategy which provides a strategic asset allocation approach to retirement planning.  The approach provides protection, growth, liquidity, and income through all market conditions.

Greg provides clients with access to a wide selection of products and investment funds which can be personally selected to meet individual portfolio goals.

The planning process begins with a consultation to discuss your current situation and determine your personal financial goals.  After establishing your priorities he begins structuring a portfolio to help you meet your needs.  Throughout the entire process you will work together to make choices before implementing any decisions.

Greg has earned:

  •  FINRA Securities Registration 6, 63

California Insurance License #: 0M46601

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

1804 Financial Group is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 703-205-0361