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Greg Apma Location
San Diego, CA, US
Greg Apma Work
Founding Partner @ (November 2023 - Present)
Senior Portfolio Manager @ Jackey/Robinson Group (February 2014 - December 2023)
Financial Advisor and Accredited Portfolio Management Advisor SM @ (July 2011 - February 2014)
V.P. and Regional Manager @ Citi Wealth Management/Smith Barney (December 2004 - July 2011)
V.P. and Regional Manager and Financial Advisor @ Various Financial Firms (October 1990 - December 2004)
Financial Advisor @ Shearson-Lehman Hutton (February 1987 - October 1990)
Greg Apma Education
San Diego State University
(Business/Econ)
1972-1977
Greg Apma Skills
Finance
Estate Planning
Insurance
Portfolio Management
Retirement
Wealth Management
Investments
Wealth
Tax
Mutual Funds
Retirement Planning
Series 7
Financial Advisory
Series 63
Fixed Annuities
Leadership
Retirement Income Strategies
Business Analysis
401k
Marketing
Financial Reporting
Project Management
Greg Apma Summary
Greg Apma, based in San Diego, CA, US, is currently a Founding Partner at Axion Wealth Advisors. Greg Apma brings experience from previous roles at Jackey/Robinson Group, Ameriprise Financial Services, Inc., Citi Wealth Management/Smith Barney and Various Financial Firms. Greg Apma holds a 1972 - 1977 San Diego State University. With a robust skill set that includes Finance, Estate Planning, Insurance, Portfolio Management, Retirement and more. Greg Apma has 2 emails on RocketReach.
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