Gregory Francis Crofton

Employer firm

Adap Tax Financial, Inc. CRD 293211

$38.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2004 → Present
  Adap Tax Financial, Inc.
  Pleasanton, CA
• 10/2016 → 11/2016
  Rose International
  Pleasanton, CA

Other Businesses

6/2019 - Current; Part-time instructor at UC Berkeley Extension for Personal Finance, Accounting, and Tax. Spends approximately 2 hours per week on this activity, none during trading hours.

Designations

• Certified Financial Planner