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Our financial advice team


Greg C Musick, Financial Advisor serving the San Francisco, CA area - Ameriprise Advisors

Greg C Musick

CFP®, CMFC, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Porter, Ritchie & Associates

An Ameriprise Platinum Financial Services® Advisor

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.8 / 5 rating based on 6 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Employee Stock Options
  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • CMFA® Certified Military Financial Advisor®
  • Series 7 Licensed
  • Series 66 Licensed
  • Series 9/10 Licensed
  • MMI/Morningstar Sustainable Investing Certificate
  • Certified Military Financial Advisor

Education

  • Bachelor of Business Administration at Texas A&M University, 2000

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008
  • Ameriprise Client Experience Award, 2020

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

We are foster parents for Marin Humane.

Interests

  • Spending time with my wife (Dimitra), son (Zealand) and daughters (Kazarina and Lilietta)
  • Traveling
  • Running and exercising
  • Playing golf
  • Skiing
  • Mountain Biking
  • Learning chess