Lex Grecu (CFA®, CFP®)

Lex Grecu focuses in the
following client markets or areas of practice:

  • Business Owners
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

Jerrold "Lex" Grecu, founded Grecu Capital Management, Inc. in 2002. Working for some of the largest investment firms in the world, including Merrill Lynch, Charles Schwab and PIMCO Funds, Lex has been helping clients protect and grow their personal wealth since 1991. Lex has extensive experience in financial planning, investment analysis, portfolio management and risk management. With a concentration in finance and economics, he earned a Bachelor of Science degree from the University of Arizona.
He is a CERTIFIED FINANCIAL PLANNER (TM) professional and also holds the prestigious CHARTERED FINANCIAL ANALYST (CFA) designation and is a member of the CFA Institute, the Security Analysts of San Francisco and the Financial Planning Association.
He has appeared on television to discuss the economy and has been quoted on investment matters in various publications such as SmartMoney magazine and Wine Spectator. A dynamic speaker, Lex has taught an investment class, "Wealth and Well-Being" for several community adult education programs.

Additional Information

Lex values time spent at home with his wife Karin and sons, Kai and Lance.  Lex's hobbies include golf, tennis, cycling, hiking, camping, and most any activity involving the great outdoors - especially weekend trips to Napa and Sonoma.
Lex has a passion for helping children with special needs and has coached YMCA basketball and volunteered time to the Special Olympics, the UCSF Children's Hospital and Arizona Cancer Center.  Lex is also the Founder and two-time President/Chairman of the San Francisco Triathlon Club, a non-profit corporation benefiting local charitable causes, and has competed in more than 100 triathlon and cycling events.

NAPFA Start Date

September 20, 2011


This Office

970 Reserve Dr. Ste. 100 roseville, CA 95678 Phone: (888) 504-7328 Fax: (916) 404-5077