Certified Financial Planner
Years of Experience
18 years
Number of Clients
50
Average Client Size
$750,000
Member Since
2022
I will always have my clients best interest at the forefront.
I work with people that are 55+ that are in or approaching retirement. They have been diligent savers over their careers but don't have the time or desire to manage their planning moving forward. They are looking for help with tax planning, investment management and estate planning needs.
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Bachelors of Science in Financial Planning and Counseling
Obtained in 2005
CFP
2004 - 2023
Founder
- Present
Securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Pennant Planning and Gregory Kurinec are not affiliated with Independent Financial Group, LLC. OSJ: 12671 High Bluff Dr., Suite 200, San Diego, CA 92130 Member FINRA/SIPC.
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