Greg Lopez

Client Management

Greg earned his B.S. in Business Administration from California State University, Bakersfield. He played on the men’s golf team at CSUB, was a two time All-American, and later played professional golf for three years. He then worked for the Coca-Cola Company as an Account Manager and a Supply Chain Warehouse Supervisor for three years. In 2012, he joined Private Management Group. He possesses a strong dedication in helping clients, emphasizing on cost basis issues, Schedule D worksheets, retirement analysis, and other various questions clients may have.