Greg Yocum, CFP®, AIF®

Greg Yocum, CFP®, AIF®

Partner

Greg Yocum is co-founder and Partner of ARQ Wealth Advisors, LLC.  He is a financial advisor with 18 years of asset management and financial planning experience. Greg graduated from Northern Arizona University in 1997 with a Bachelors degree in Business Administration.  He earned his Certified Financial Planner™ designation in 2004. Greg has attained the esteemed Accredited Investment Fiduciary® (AIF® designation). The AIF designation focuses on placing the consumer’s best interests ahead of all else and was named one of the “Ten Most Wanted” designation in the investment industry by Financial Planning magazine. The AIF coursework represents a thorough knowledge of and ability to apply fiduciary practices.

As a youth, Greg collected stamps, sports memorabilia and other investments he felt would appreciate over time. His passion for investing spilled over to Wall Street one day while sitting down at the kitchen table with his grandfather. After spending hours researching various stocks, Greg vividly remembers his grandfather saying, “With the right tools son, you can do anything in life!” As a result, Greg purchased his first stock at the age of 18. His fascination with the capital markets along with the goal of helping others, led Greg to the finance industry.

Prior to founding ARQ Wealth Advisors, LLC Greg held the position of Senior Investment Manager at The Vanguard Group. In this role, he managed portfolios for high net worth clients using a wide array of financial strategies including wealth accumulation, tax efficiency, and asset preservation.

Greg is a native of Arizona and spent much of his childhood on the Big Island of Hawaii.  He enjoys playing competitive tennis, traveling, scuba diving, as well as spending time with his family.

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