Greg Barson is a seasoned Investment Advisor Representative with LPL Financial. With over 25 years of experience in the financial services industry, Greg combines deep expertise with a genuine commitment to helping his clients work towards long-term financial confidence and independence.
A proud graduate of the University of Southern California, Greg holds a Bachelor of Science in Business Administration and has spent his career developing personalized financial strategies rooted in trust, education, and clear communication.
Greg specializes in working with seniors and retirees, guiding them through complex decisions related to Medicare, healthcare planning, and safeguarding their assets throughout retirement. He understands the unique challenges facing those in or approaching retirement, and takes a hands-on approach to building tailored plans that preserve wealth and provide lasting financial freedom. Whether it’s reviewing Medicare options or creating a reliable income strategy, Greg is always happy to help—ensuring his clients feel supported, informed, and empowered at every step.
Outside of work, Greg enjoys spending time outdoors, playing golf, watching football, and making memories with his wife, Emily, and their six children. His approachable nature, combined with decades of industry knowledge, makes him a valued qualified professional collaborative advisor, and advocate for his clients' financial well-being.