Greater Los Angeles Area
- Current
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- Financial Advisor, CFP® at Smith Barney
- Recommended
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Greg Pitcher’s Experience
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Financial Advisor, CFP®
Smith Barney
(Public Company; 10,001 or more employees; C; Financial Services industry)
2005 — Present (3 years)
As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Business Definition
I provide business owners and business professionals, with long term financial stability through the use of cash flow, employee retention and attraction, investment, lending, estate planning, risk management, and retirement planning strategies.
My Process
My process for working with clients includes the following six step process:
1. Establish relationships
2. Gather clients data, goals, and objectives
3. Analyze clients information
4. Develop a plan based on the data gathered
5. Implement and monitor the plan
