Greg Grajek

Senior Vice President--Wealth Management
UBS Financial Services, USA

Greg began his career in 1983 during one of the equity market’s most tumultuous months on record—ever since, he has helped clients build and manage their wealth throughout good times and bad. Greg joined UBS in 2008 after 26 years as a Senior Vice President - Investments with Morgan Stanley.

With his clients, Greg emphasizes asset allocation and total portfolio management, focusing on retirement income planning. He also helps clients with education funding, structures for charitable giving, estate planning. Greg is FINRA registered and holds Series 7 and 63 securities licenses as well as licenses for life, accident and health insurances and variable annuities.

 As a lifetime student of the investment markets, Greg also earned and maintained the designation of Certified Wealth Strategist and CRPC certification.  He has completed an advanced financial planning curriculum from The Wharton School of Business, University of Pennsylvania and received a B.A. from Michigan State University.

Since 1983, Greg provided corporate executives, business owners and other professionals and their families with premier comprehensive, wealth management solutions, with emphasis on tax efficient estate transfer and retirement planning.

Giving back to the community is at the core of his business.  While serving as President of the Rancho Santa Fe Rotary club he founded the Taste of Rancho Santa Fe raising over $200,000 YTD. He was elected as director of the Fallbrook Hospital District and community director of the city of Encinitas. Over the past 35 years Greg has served on many charitable and education boards personally donating 1000's of hours and over $100,000 to local causes.

In his spare time, Greg and his wife enjoy long adventures hiking and exploring southern Utah with family and friends.