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Greg Brown

Wealth Advisor at Tax & Capital Management 360

Greg Brown is a Wealth Advisor at Tax & Capital Management 360.13 He specializes in assisting clients with tax strategies and overall financial planning, with a focus on helping high-income earners and professional athletes.1 Greg holds series 7, 63, and 65 securities licenses and is a registered representative with Royal Alliance Associates, Inc.1

Prior to joining Tax & Capital Management 360, Greg worked as a Financial Advisor with Trilogy Financial Services.1 He graduated from San Diego State University with a double major in Psychology and Philosophy.15 During his time at university, Greg was an active member of the fraternity Sigma Alpha Epsilon, achieved Dean's List honors for 5 consecutive semesters, and was a recipient of the Naval ROTC scholarship.5

Greg is currently working towards obtaining his designation to become a Certified Financial Planner (CFP).1 He resides in San Diego with his wife Lily.1

Recently, Greg has been sharing insights on tax optimization strategies, including how technology such as AI is widening access to these strategies.2 He also promotes resources for lowering taxes and helping entrepreneurs and business leaders make informed financial decisions.4

Highlights

Dec 19 · 360financial.net
Wealth Management Minneapolis - Top Advisory Firm in MN
Apr 6 · 360financial.net
360 Financial - Top Advisors Minnesota - Investment Advisors ...
Jan 1 · 360wm.org
Investment Management

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Greg Brown
Greg Brown, photo 1
Greg Brown, photo 2
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Location

San Diego, California, United States