WHO WE ARE

Stephen Greco

Chief Executive Officer - CEO

  • Stephen Greco has more than two decades working in the financial services industry. He is the founder of Pandora Wealth, Inc. (“Pandora Wealth”), which is an SEC-registered investment adviser that provides financial planning and investment management services to its clients. Stephen previously spent several years as the Director of Wealth Management for one of the largest RIA's in the country where he served on the Investment Committee and was also responsible for managing over $700M in individual stocks and options.  He has had the benefit of working in leadership positions with RIA's and Brokerage companies, which gives him a breadth of industry experience across both networks.

Geneva Malagutti

Director of Operations

  • Geneva collaborates closely with our advisors to ensure that every aspect of Pandora Wealth's operations runs smoothly and efficiently. With over a decade of experience in various management roles and a pivotal role in shaping the company's processes since its founding, Geneva is perfectly equipped to ensure that Pandora Wealth consistently delivers world-class customer service to clients nationwide.

Sergio De La Torre

Financial Advisor in Atlanta

  • As Managing Director of Pandora Wealth Atlanta office, Sergio leads the development and implementation of tailored financial plans for clients. He serves as their primary point of contact, guiding them and their families through the intricacies of financial planning and investment management to help them achieve lasting success. Passionate about making a positive impact, Sergio takes pride in serving his clients. With over fifteen years of advisory experience, he is deeply committed to his fiduciary responsibilities, always prioritizing his clients' interests above his own.

David Tsow

Financial Advisor in San Diego

  • As Managing Director of Pandora Wealth San Diego office, David leads the development and implementation of customized financial plans for clients. He serves as their main point of contact for all aspects of planning and investment management. With nearly two decades of experience at institutions like Charles Schwab and Merrill Lynch, David is highly knowledgeable in his fiduciary responsibilities. In line with Pandora Wealth’s dedication to transparency, he consistently prioritizes his clients’ interests and ensures they have a clear understanding of their financial plans and investment strategies.

Nick OWENS

Wealth Management Associate

  • Nick holds a degree in Financial Planning from the University of Georgia and brings valuable expertise to our team. He works closely with clients and advisors to meet their wealth management needs, striving to ensure that clients' financial goals are not only met but exceeded. Nick is eager to collaborate with you, leveraging our comprehensive tools and resources to maximize your financial success.

Emily Gomulka

Marketing Specialist

  • Emily is the Marketing Specialist at Pandora Wealth, where she drives brand growth through strategic content, social media management, and digital marketing initiatives. She holds a degree in Marketing from the University of Alabama and is passionate about crafting impactful strategies that enhance engagement and elevate the firm’s presence in the financial industry.

CAREER OPPORTUNITIES

JOIN OUR TEAM

At Pandora Wealth,

we want partners, not employees. We have built a leadership culture based on listening and asking for feedback rather than dictating and being closed-minded. We will provide the technology, processes, and procedures necessary for you to be successful. We offer extremely competitive compensation plans along with progressive benefits and leave policies to deliver unparalleled work/life balance.

How we support our advisors

  • Dedicated Operations Specialist

  • Personalized Marketing Plan

  • Legal & Compliance Setup

  • Payroll & Benefits Coordinator

  • Dedicated Financial Planning Director

  • Real Estate Search & Office Setup