Greg Micco is a CERTIFIED FINANCIAL PLANNER™ professional with Pacific Capital Investments. With more than 20 years of experience in the financial services industry, he specializes in helping families manage their financial risks and plan for the future. Working in tandem with Owen, he creates customized financial plans for clients tailored to their unique situation and goals. He collaborates not only with clients, but also their accountants and estate planning attorneys on an ongoing basis to ensure that their comprehensive wealth management needs are addressed. He enjoys using his problem solving strengths and passion for numbers in conjunction with his financial markets experience and financial planning knowledge to build strategies for clients’ complex financial situations. He loves continuously learning and growing in a rapidly changing industry.
Greg began his career as a Financial Analyst with a Wall Street firm in New York City, also working as a Fixed Income and Equities Trader. For several years, he traded stocks, bonds and other financial instruments for a team overseeing a nearly $2 billion investment portfolio of the firm's internal capital for the large international investment bank Credit Suisse. Following, he worked with Merrill Lynch Wealth Management in downtown Honolulu for two years before joining Pacific Capital Investments in 2012.
Greg holds FINRA Series 7, 55, 63, and 66 securities registrations and received his Bachelor of Science degree in Mathematics from Penn State University, graduating with honors. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, Certified Wealth Strategist® (CWS®) Professional, and Chartered Retirement Planning CounselorSM (CRPC®), Greg has advanced knowledge in pre-and post-retirement needs, asset management, estate planning, and the retirement planning process. He is committed to serving his clients objectively and honestly.
Born and raised near Pittsburgh, Pennsylvania, Greg first fell in love with Hawaii when he spent the summer before starting college living and working on Maui with family friends. He currently lives in the Salt Lake / Moanalua area of Honolulu with his wife Lilly and their daughter Liana. In his free time, Greg enjoys reading and traveling, as well as spending time outdoors in Hawaii, especially at the ocean boogie boarding, snorkeling, and stand-up paddling.