Location Salt Lake City, Utah, United States Regions Western US Gender Male
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Greg Roumpos is the co-founder of Solitude Wealth Management. With nearly three decades in the financial industry, he brings an abundance of wealth management and retirement planning experience to his clients. He has a passion for teaching and coaching people into and through retirement.Greg began his career as a stock and options trader for
Fidelity Investments. He then moved to the banking industry where he served as a senior executive with Wells Fargo and team leader with Bank One/Chase, working with the bank’s high net-worth clients. While at Bank One/Chase, Greg was recognized as one of the top 20 advisors from a nationwide team of 750. Today, he continues to use his background to help clients make informed investment decisions.Greg holds Series 65 and 66 securities registrations as well as life and health insurance licenses in Utah, Idaho, Wyoming, Washington, California, Massachusetts, Nevada and Arizona. Greg also holds several additional professional designations, including Certified Annuity Specialist, Certified Fund Specialist, Certified Income Specialist and Certified Estate Specialist. Sought after for his industry knowledge, Greg has been featured in several media outlets, including ABC, NBC, Fox, CBS and USA Today.Greg enjoys spending time with his wife and five children, especially in the outdoors. While most of his free time is spent coaching his sons’ basketball and baseball teams, he also enjoys golfing, fishing, hiking and skiing Utah’s deep powder snow. An active member of his community, Greg has provided volunteer work in communities of extreme poverty. His life motto is “Give as frequently as possible with good intent.”
