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Gregory Trost
NM Insurance License #7139911
CA Insurance License #OD62963
Greg has over 30 years in consulting and has specialized in financial services since 2001. The foundation of his practice has always been squarely on the client, with a holistic approach that is about understanding and working toward both personal and financial goals. Greg’s investment philosophy is focused on listening, which fosters outstanding, long-term relationships with clients. He also conducts retirement seminars to educate people on avoiding the pitfalls that can exist on the road to reaching their financial independence.
Greg has been married to his wife, Sara, for 36 years, and has twin sons, Nicholas and Jaren, and two granddaughters, Adelina and Paloma. Nicholas is married to Quiana Salazar-King and both are practicing law in Albuquerque, New Mexico. Jaren is a Rheumatologist at Optum Health. Greg enjoys golf, travel, and cheering on his beloved Oregon Ducks.
Gregory Trost
NM Insurance License #7139911
CA Insurance License #OD62963
Greg has over 30 years in consulting and has specialized in financial services since 2001. The foundation of his practice has always been squarely on the client, with a holistic approach that is about understanding and working toward both personal and financial goals. Greg’s investment philosophy is focused on listening, which fosters outstanding, long-term relationships with clients. He also conducts retirement seminars to educate people on avoiding the pitfalls that can exist on the road to reaching their financial independence.
Greg has been married to his wife, Sara, for 36 years, and has twin sons, Nicholas and Jaren, and two granddaughters, Adelina and Paloma. Nicholas is married to Quiana Salazar-King and both are practicing law in Albuquerque, New Mexico. Jaren is a Rheumatologist at Optum Health. Greg enjoys golf, travel, and cheering on his beloved Oregon Ducks.
Are we a good fit?
As we grow together, we’ll work to understand your interests, aspirations, and concerns so we can craft a custom course of action. During this process, we often discover our clients share similar values with us—an important indication that we’d work well together.
If you agree with these statements, let’s chat!
- I’m interested in a close, personal relationship with an advisor.
- I’m looking for a bigger picture approach to finances.
- I’m eager to plan for actionable goals.
Are we a good fit?
As we grow together, we’ll work to understand your interests, aspirations, and concerns so we can craft a custom course of action. During this process, we often discover our clients share similar values with us—an important indication that we’d work well together.
If you agree with these statements, let’s chat!
- I’m interested in a close, personal relationship with an advisor.
- I’m looking for a bigger picture approach to finances.
- I’m eager to plan for actionable goals.
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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The LPL Financial Registered Representatives associated with this sitemay only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Minnesota, New Mexico, Oregon, Pennsylvania, Texas, Virginia, Washington
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The LPL Financial Registered Representatives associated with this sitemay only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Hawaii, Minnesota, New Mexico, Oregon, Pennsylvania, Texas, Virginia, Washington