Our Services

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Pacific Crest Financial is a premier provider of insurance and retirement planning services.   Our goal is to provide complete solutions, and help our clients improve their financial lives. We offer the most personal and comprehensive services available, thus earning us a reputation for excellence in our industry.

We offer a broad spectrum of retirement products and services.  We do not work for any one particular Company and, as such, we are not induced to sell any proprietary or “preferred” products.  Again, our clients are our first priority.

 

About Us

Gregory McCloskey is the principal and owner of Pacific Crest Financial Services.  Greg earned his B.A. in English from UCLA and has worked in the Financial Services Industry for over 25 years.  Specializing in Retirement, Insurance, and Estate Planning, Greg helps families and individuals improve their long-term financial health.  Greg and his wife Gordana, have two sons, Lukas (13) and Lance (10), and reside in Irvine, California .

Greg holds several Licenses and Certifications, listed below:

 

Contact Us

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Pacific Crest Financial 
Call or email now
for an office or in-home appointment:

Tel: (949) 851-4969
Fax: (949) 606-9480
Email: gregorym@pacificcrestfinancial.com 

 

Gregory McCloskey  - CA Insurance License # 0B72919 California Department of Insurance.