Gregg Himfar
Financial Planning & Wealth Accumulation Strategies
- Role
- President at Gfh Financial
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Gregg Himfar
Our mission is to provide our clients with clear, concise, and reliable wealth management advice. We accomplish this by operating independently and fostering open and direct dialogue in straight forward, easy to understand terms. Honesty and integrity are at the core of our decision making process. We take great pride in understanding the big picture, and above all, place our clients interests above those of our own. We believe that our values are what distinguish us from others within our profession.We focus our expertise on:• Wealth Management for Individuals / Families • Employee Benefits - Large & Small Businesses • InsuranceLeveraging two decades of financial services industry experience, we provide expertise on the following topics:• Investment Planning • Income Tax Planning • Insurance Planning • Retirement Planning • Employee Benefits • Estate Planning • Charitable Giving • Succession Planning • Special Needs Planning • College / Education PlanningGregg F. Himfar CFP® is a Certified Financial Planner™, with more than 20+ years of financial and insurance industry experience. The Certified Financial Planner™ operates under a strict set of moral and ethical guidelines - namely the CFP® Board\'s \"Code of Ethics.\" Gregg Himfar is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
President
Aug 1999 — Present
Financial Planning & Wealth Management Strategies
Education
College for Financial Planning
Pre-certification for the CFP, Financial Planning
2010
San Diego State University
Bachelor of Science, Finance
1990 — 1994
Skills
- Medicare Supplements
- Asset Allocation
- Financial Services
- 401k Rollovers
- Portfolio Management
- Wealth Management
- Health Insurance
- Investment Strategies
- Securities
- Estate Planning
- Fixed Annuities
- Insurance
- Employee Benefits
- Medicare Part D
- Retirement Planning
- Medicare Advantage
- 401k
- Strategic Financial Planning
- Investment Advisory
- Financial Planning
- Financial Advisory
- Roth Ira
- College Education Planning
- Sales
- Investments
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