Partner / Wealth Advisor Director of Compliance
Greg Yocum began his career in the financial industry in 1998. He is co-founder and Partner of ARQ Wealth Advisors. 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 client’s best interests ahead of all else.
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 with his grandfather Greg vividly remembers him 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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