Greg Gaskin
RESPONSIBILITY
PrincipalEXPERIENCE
17 YearsExperience
Greg has extensive experience working with law firm partners, and individuals preparing for the transition to retirement. He has done considerable work with High Net Worth families in the area of Family Wealth Transfer, Family Office Formation and Restricted Stock Management.
Career
1980
Greg started by working in the automotive industry, serving as an automotive consultant with Mercedes Benz, and running his family’s successful automobile dealership earning Volkswagen’s top honor awards in Sales and Customer Service.
1993
Greg’s career in the financial services industry began at Smith Barney where he worked for 18 years. There he reached the highest levels of new assets under management for the branch in 2000 and 2001, earning the President’s Council Merit for excellence.
2002
Greg developed a successful Property Management Company. This has given him tremendous experience in property acquisition, management and financing.
2007
Greg is the founder and Principal of Gaskin Wealth Management LLC, which he formed in 2007.
Personal
Greg and his wife Jenise reside in Moraga and they have two children. Kyle and Lauren.
Contact Greg
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