Get to Know Us
OUR TEAM
Greg Stafford
Greg Stafford is an independent financial advisor with Commonwealth Financial Network. Commonwealth is the largest independently owned broker/dealer in the country, with more than 2,000 financial advisors nationwide and more than $272.9 billion in assets under management (as of 12/31/2021). Greg has been helping clients navigate the three stages of financial planning (accumulation, planning, and distribution) for 20+ years. He takes a personal approach, versus a sales approach, to investing by forming long-term relationships with his clients. His clients are quite diversified, from those who are just getting started to the more sophisticated seven-figure investor. He earned a BA in public administration from San Diego State University and an MBA from Webster University. Greg holds FINRA Series 7 (General Securities Representative Registration), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Adviser Law Exam) securities registrations with Commonwealth Financial Network. He also holds life, disability, and long-term care insurance licenses with the state of California (license 0C46471). A father of three, he has been married to his wife, Krista, for more than 30 years. Greg has always been a sports fan. His favorites are the English Premier League and the NBA.