- Scottsdale, AZ
Greg Yocum
Partner / Wealth Advisor Director of Data Integrity & Compliance
Greg Yocum began his career in the financial services industry in 1998. He is Co-founder and Partner of ARQ Wealth Advisors. Greg earned his bachelor’s degree in business administration from Northern Arizona University in 1998 and went of to obtain his Certified Financial Planner® designation in 2004. In 2016, he further distinguished himself by earning the Accredited Investment Fiduciary® designation, underscoring his commitment to fiduciary excellence.
Greg’s passion for investing began early. Raised on the Big Island of Hawaii, he developed a fascination with numbers and the concept of long-term value. From a young age, he collected stamps, sports memorabilia and other items he believed would appreciate over time. At just 18, he purchased his first stock – an experience that sparked a lifelong interest in the capital markets and a desire to help others achieve financial security.
Before founding ARQ Wealth Advisors, LLC, Greg served as a Senior Investment Manager at The Vanguard Group, where he managed portfolios for high net worth clients. His work focused on comprehensive financial strategies including wealth accumulation, tax efficiency, and asset preservation.
A fourth generation Arizonan, Greg has deep roots in the state – his great-grandfather served in the 15th Arizona State Senate in the 1940s. Outside the office, Greg enjoys tennis, scuba diving, hiking, and, most importantly spending time with his daughter, Kailey.
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