Pacific Crest Financial
Retirement/Investments Estate Planning Annuities Health Insurance Life Insurance More Info
Our Services
Pacific Crest Financial is a premier provider of retirement, investment and insurance services. Our goal is to provide complete solutions, and help our clients in every aspect of their financial lives. We offer the most personal and comprehensive service available, thus earning us a reputation for excellence in our industry.
 
  We offer an entire spectrum of financial products and services. We do not work for any one particular Investment or Insurance Company and, as such, we are not induced to sell any "preferred" products or investments. Again, our clients are our first priority.
 
 
 
 
    
About
Pacific Crest Financial was founded and is operated by Gregory W. McCloskey. Greg earned his B.A. in English from UCLA and has worked in the Financial Services Industry for over 25 years. Specializing in Retirement, Insurance, and Estate Planning, Greg has helped thousands of families and individuals improve their long-term financial health. Greg and his wife Gordana, have two sons, and reside in Irvine, California.

Greg holds several Important Licenses and Certifications, listed below:

  • CERTIFIED FINANCIAL PLANNER™
  • Life and Disability Insurance License
  • Certified Tax-Preparer
  • Long Term Care Insurance

    
Contact Us
Pacific Crest Financial

Call or email now
for an office or in-home appointment:

Tel: (949) 851-4969
Fax: (949) 756-0981

Email: gregorym@pacificcrestfinancial.com
 
 
 
 
 
 
 
 
 
Pacific Crest Financial
Pacific Crest Financial
Tel: (949) 851-4969 • Fax: (949) 756-0981 • Email: gregorym@pacificcrestfinancial.com