BIOGRAPHY
Gregory H. Hubbell, CFP, is President and CEO of G. H. Hubbell &
Associates, a financial
planning firm located in San Mateo, California. Greg has been
involved in the financial
services industry since college in 1978. In just two years he achieved
membership in the
prestigious Honor Club of John Hancock Financial Services. Within three
years he was awarded
membership in the elite Presidents Club, and was second runner up for
Investment Sales in the
western region, the youngest person to accomplish that feat. His
exceptional accomplishments in
the financial services industry continue.
He was promoted to management and developed one of the leading sales
groups at John
Hancock. Once again he was promoted, to Regional Director of Agencies
overseeing 37 offices
in 14 states in the Midwest. After more than eighteen years with John
Hancock Financial
Services, Greg chose to become an independent entrepreneur and formed
his own company
G. H. Hubbell & Associates.
As a leader and dedicated financial professional Greg speaks of his work
and clients with
sincerity and conviction:
"My mission is to help my clients achieve their financial goals while
helping
them to protect the assets that they have worked so hard to accumulate.
Being
an independent financial planner allows my clients to have the choice of
some
of the best and most innovative financial products and services
available."
To stay on the cutting edge of the financial services industry, Greg has
pursued state of the art investment and finance education. As an instructor
in business and estate planning with the Life Underwriters Training Council,
he was granted a Fellowship in 1984. In addition he has graduated from
industry courses in personal, business, estate, advanced planning, AMTC
(agency management training course), has successfully acquired the
designation of Certified Financial Planner (TM). Greg is truly a
professional and dedicated to helping his clients accomplish their financial
goals.
Greg is also a Registered Principal of and Securities are Offered Through Foothill Securities, Inc. Member FINRA and SIPC.
MISSION STATEMENT
At G. H. Hubbell & Associates our mission is to help our clients achieve
their financial goals
while helping them to protect the assets that they have worked so hard
to accumulate.
PHILOSOPHY
G. H. Hubbell & Associates is qualified to provide financial planning services as well as access to full
brokerage services. This enables us to offer
complete and innovative
investment programs driven exclusively by our clients own personal financial
needs and goals.
Understanding what's important about money to you is our first step.
You hold yourself true to
your own values and standards which we need to understand completely
before you are
presented with any solutions.
Everyone is unique, an individual, and we understand that above all
else. Each client's strategies
are their own based upon their personal needs, and that is why we engage
you in a discussion of
what's important about money to you. We examine where you are now,
where you would like
to be in the future, and provide you with a road map that we will use to
measure and monitor
your progress. Once again this is based upon your own unique personal
values.
THE ROAD MAP
Everyone should have a road map, if you don't, let us design one for
you. If you have a road
map, let us make sure your taking the right turns and that you are
moving in the right directions.
As humans our time is limited and thus valuable. Taking the wrong turn
towards your
destination, be it in life or driving, wastes valuable time that we can
never get back. Financially,
it is not only time but money. We have all had these setbacks in life,
and lets face it a road map
would have gotten us there without the pain. Where is your road map? Did
you throw it in the
back seat (on the shelf)? Have you found yourself on the wrong road?
Have you reached your
destination sooner than expected and have other places you need to get
to? Need to get back on
track? Let us guide you based upon your values, goals and personal
objectives.
Gregory H. Hubbell, Registered Principal of and Securities Offered Through Foothill Securities, Inc. Member FINRA and SIPC.
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