Gregg F. Himfar CFP – GFH Financial

Specialties

Financial Planning & Wealth Accumulation Strategies for Individuals; Insurance; Group Benefits –Large/​Small Company Sponsored Retirement Plans — 401k /​Simple IRA; Small/​Large Group Health Insurance Plans

History

Established in 1999.

We are independent financial advisors. Engage a Certified Financial Planner™ to address such financial topics including investment planning, estate planning, income tax planning, insurance planning, retirement planning and employee benefits, and/​or financial plan development. We operate as dually licensed (commission or fee based) independent financial advisors. GFH Financial, is located in Carlsbad, CA. Gregg F. Himfar CFP® holds the following securities licenses — Series 7, 24, 63, and 65. Mr. Himfar holds CA Insurance license # 0C92535. Gregg F. Himfar is a Certified Financial Planner™ practitioner.

Meet the Business Owner

Gregg H.

Business Owner

I’m a Certified Financial Planner™, with more than 20+ years of industry experience, and have been providing financial planning to both individuals and businesses for 15 of those years. The Certified Financial Planner™, commonly referred to as a CFP® operates under a strict set of moral and ethical guidelines — namely the CFP® Board’s «Code of Ethics.» Upon graduation from SDSU (BS Finance) I gained employment at American Skandia in Shelton, CT — working as an internal wholesaler, advising brokers on various financial products & topics including mutual funds and annuities. Next, I gained employment as a VP at Chemical Bank. Chemical Bank soon merged into Chase. My duties at Chase included setting the banks fixed income asset allocation strategy, preparing financial plans, and managing annuity and life insurance products. Prior to establishing GFH Financial, I spend a short amount of time at Prudential designing investment products within the product development group.