A plan tailored for you For the goals you want to accomplish

Greg Grajek, CWS, CRPC®

Senior Vice President - Wealth Management

Visit Excel Wealth Management




Rancho Bernardo
17140 Bernardo Center Drive
Suite 350
San Diego, CA 92128

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.

As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.










Art Cashin on the markets

Top of the Morning daily podcasts