Gregory R. Schmitt


    Focus: Insurance Strategies, Business Owners, Investment Strategies, Military, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, Charitable Giving

    Languages: English

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

    I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

    Education

    University of California, Santa Barbara - Mathematics/Music

    Hobbies

    Performing Music
    Composing
    Writing
    Sunny Day Activities
    Hiking
    Wake Boarding
    Skating
    Rock Climbing
    Going to the Beach
    Playing Lacrosse

    Affiliations & Memberships

    Volunteer at the Museum of Making Music
    Member of the Financial Industry Regulatory Authority (FINRA)
    Coach at Carlsbad Youth Lacrosse

    See Gregory’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Gregory

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    MassMutual Pacific Coast

    Main Office

    4275 Executive Square Suite 400
    La Jolla, CA 92037

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    CRN201912-180567