Greg Halvorson believes that the most effective financial strategies are built on a foundation of clarity and purpose. For over 20 years, Greg served as a trusted resource in the residential finance and jumbo loan market, working with a sophisticated clientele to navigate complex transactions. While his background is rooted in lending, his focus has always been on the person behind the portfolio—ensuring that the financial decisions his clients made today supported the lives they wanted to lead tomorrow.

Now, at Five Pathways Financial, Greg has transitioned that decades-long experience into a more holistic role as a Retirement Counselor. As a Series 65 and insurance-licensed specialist, he provides fiduciary-based investment guidance and comprehensive income planning. Greg understands that for many families, their home and their investments are deeply intertwined; he uses his extensive financial insight to help clients view their wealth through a wider lens, ensuring their income and investment plans are built to last.

“Financial planning isn't just about managing numbers; it’s about managing possibilities,” Greg says. “My goal is to deliver the right strategies to meet a client's specific needs, making the transition into retirement feel as simple and straightforward as possible. I find the most satisfaction in helping a client realize that with the right structure in place, their goals are not only achievable but sustainable for the long term.”

An Arizona State Baseball Alumnus, Greg carries the same competitive drive and team-oriented mindset from the diamond into his professional practice. He views himself as a coach for his clients, helping them stay disciplined and focused on their vision for a fulfilling retirement.

Greg has called Scottsdale home for over 20 years and is the proud father of three boys. As a family, they remain deeply woven into the local community through youth sports and various community efforts. When he isn’t designing financial roadmaps or coaching on the diamond, Greg is likely found on the golf course, pursuing the same precision and focus that have defined his career in the Scottsdale landscape.

Gre is a Registered Investment Adviser Representative with Sun Valley Advisory, LLC