Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


Greg Grajek, CWS, CRPC

Senior Vice President–Wealth Management

Greg has provided corporate executives, business owners and other professionals and their families with wealth managesment solutions with an emphasis on comprehensive estate and retierment planning since 1983. A lifetime student of the investment markets, Greg has earned the designation of Certified Wealth Stratagist and has completed an advanced financial planning curriculum with the Wharton School of Business at the University of Pennsylvania.

Personal & Community

  • Avid traveler
Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OR
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI


  • Michigan State University
  • Wharton School of Business


  • Certified Wealth Strategist®
  • Chartered Retirement Planning Counselor
17180 Rancho Bernardo Center
Suite 100
San Diego, CA 92128
  • (858) 521-7083

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The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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In invested assets globally 
As of 06/30/2022

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