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Our financial advice team


Greg C Musick, Financial Advisor serving the San Francisco, CA area - Ameriprise Advisors

Greg C Musick

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Porter, Ritchie & Associates
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 15 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Employee Stock Options
  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Interests

  • Spending time with my wife (Dimitra), son (Zealand) and daughter (Kazarina)
  • Traveling
  • Running and exercising
  • Playing golf
  • Skiing
  • Networking
  • Learning chess

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008
  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CMFC® Chartered Mutual Fund Counselor℠
  • Series 7 Licensed
  • Series 66 Licensed
  • Series 9/10 Licensed
  • MMI/Morningstar Sustainable Investing Certificate

Education

  • Bachelor of Business Administration at Texas A&M University, 2000

Community participation

We are foster parents for Marin Humane.