Greg Hakim

Greg is a Wealth Advisors in the San Diego, California branch of Everest Wealth Advisors. He helps individuals and families make

informed decisions about investments, retirement, and their broader financial goals.

 

Greg grew up in Marin County in Northern California and later lived in Denver Colorado and now San Diego. He graduated from the University

of California, Irvine in 1993 and began his financial advisor career in 2001. He has run his own practice for more than 25 years, building a business

in both Colorado and California.

 

Greg specializes in investment advising, portfolio management, comprehensive financial planning, and tax education. He holds the Chartered

Retirement Planning Counselor℠ designation, known as the CRPC®.

 

Greg is driven by a desire to serve clients and help improve their financial circumstances. He takes time to understand their priorities, explain

options clearly, and stay engaged as their needs change.

 

Greg enjoys spending time with his wife and three daughters. Together they enjoy outdoor activities, traveling, and all the adventures they can find.