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Greg Avallon

Financial Advisor at Capstone Partners Financial and Insurance Services

Greg Avallon, CFA, is a seasoned financial professional with a strong background in providing comprehensive financial solutions. With a focus on advisory services, retirement planning, estate strategies, employee benefits, business continuity, and trust services, Greg Avallon offers a holistic approach to addressing client needs. He is a registered principal at MML Investors Services, LLC, providing securities and investment advisory services. Greg is licensed to sell insurance and securities in several states and operates out of Los Angeles, CA. He holds a High School Diploma from Pingree School and a BS in Accounting and Finance from Boston College. Greg has held various roles in reputable organizations, including Financial Advisor at Capstone Partners Financial and Insurance Services, Director at Ascendant Advisors, Vice President at Superfund USA, Inc., and roles at PriceWaterhouseCoopers, Today's Catch, and Waterdog Lobster Company.

Greg Avallon
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Location

Los Angeles, California, United States