YoungCap

CapCast Episode 1- Greg Phelps


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I sat down with Greg Phelps, CFP and owner of Redrock Wealth Management. We discussed the importance of investing early on, building a business from the ground up, the brighter side of capitalism, and so much more. Greg has worked for some of the biggest wealth management firms such as Morgan Stanley and Goldman Sachs. He also held the position of Regional Manager of Wealth Management at RSM McGladrey one of the largest accounting firms in the country. “The way they treated clients just wasn’t right! Sell this! Sell that! They didn’t care about solving problems, they cared about their own stock price and performance. It just wasn’t right!”- Greg Phelps. Greg opened Redrock Wealth Management back in 2005 based on the belief that the relationship with a client is the key to earning trust. Furthermore, trust is the foundation of a great relationship. Greg has a vision and a passion to help people retire with “money confidence” in a memorable and purposeful strategy. He is happy to share his secrets and experiences to help guide YoungCaps in the right direction before heading to retirement. Tune in and get your notepads out, you won’t want to miss a second!
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YoungCapBy YoungCap

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