Gregg W. Whelan

Services Offered

• Financial planning
• Investment management
• Estate planning

About

Gregg W. Whelan is a financial consultant based in Carlsbad, California, serving as the Senior Director of Investments at Oppenheimer & Co. Inc. He offers a range of financial planning services, leveraging over 40 years of experience in the industry. His expertise includes investment management and estate planning, helping clients navigate their financial futures. Gregg primarily serves individuals and families seeking comprehensive financial guidance and support.

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