Greg Apma Email & Phone Number
Founding Partner @ Axion Wealth Advisors
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Greg Apma Location
- San Diego, CA, US
Greg Apma Work
- 2023 -now Founding Partner @
- 2014 -2023 Senior Portfolio Manager @ Jackey/Robinson Group
- 2011 -2014 Financial Advisor and Accredited Portfolio Management Advisor SM @
- 2004 -2011 V.P. and Regional Manager @ Citi Wealth Management/Smith Barney
- 1990 -2004 V.P. and Regional Manager and Financial Advisor @ Various Financial Firms
- 1987 -1990 Financial Advisor @ Shearson-Lehman Hutton
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.
Looking for a different Greg Apma?
Find contact details for 700 million professionals.
Others Named Greg Apma
Greg Apma
Founding Partner
San Diego, CA, US
Top Axion Wealth Advisors Employees
Greg Apma
Founding Partner
San Diego, CA, US
Beverly Robinson
Partner
Rancho Santa Fe, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co