About Us
We Guide Our Clients to and through Retirement
Read the Story Behind the Success
Whether you are building a house or preparing for your financial future, your foundation is everything. At Foundation Financial, we guide our clients to and through retirement with a “tailor made” instead of a “cookie cutter, one size fits all” approach to financial planning. Every client’s needs are as unique as they are and we pride ourselves in partnering with each individual and household to ensure that they are properly preparing for retirement. A successful partnership includes preparation, implementation, and regular check up’s. At Foundation Financial, we appreciate the opportunity to help the most under served segment of society: Middle America. Whether you are an educator, business owner, or individual working in the public or private sector, we will use our 30 years of experience helping guide you on the way to your goals.
Our Team
Greg Komsky AIF®
Financial Planning & Wealth Management
Greg is founder and CEO of Foundation Financial. He received his Bachelor of Science degree in Finance and Risk Management Insurance from California State University Sacramento, has his Series 6, 63, and 65 licenses. Furthermore, he received the Accredited Investment Fiduciary Designation (AIF®). Greg prides himself on putting his clients’ needs ahead of his own. For over 10 years, Greg has helped thousands of educators, business owners and individuals properly prepare for retirement. His diverse background and experience help him to better understand clients’ unique challenges and goals. Greg has called Northern California home since he moved to America as a 5 year old. When he is not spending time with family or traveling, you can surely find him on the golf course. Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser]
Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]
Foundation Financial and Insurance Services, LLC. and GWN Securities, Inc. are not affiliated with either Verity Asset Management or Verity Investments, Inc.
Tony Pavia
Mortgages and Financial Planning
Tony Pavia is the President and Founder of Teacher Consulting Group, a financial planning and investment firm in San Diego specializing in asset management and retirement planning for school employees. Tony graduated with a Bachelor of Science degree in Finance at San Diego State University, is a Registered Principal, and holds the series 6 and 63 investment licenses. He has appeared as a guest speaker on 760am KFMB and KGTV Channel 10 news on various financial topics and has lectured throughout the country at financial planning symposiums. Tony has enjoyed spending the last 29 years assisting his clients in maximizing their state pension, managing their investment portfolios and implementing sound financial and tax strategies to enhance retirement income. He currently resides in North San Diego.
Disclosure: Securities and Advisory services offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Pavia Financial Services, Inc. and GWN Securities, Inc. are non-affiliated companies.
Heather Baker
Executive Assistant and Operations Manager
Heather began working in the Financial Services Industry in August 2012. She started as an Administrative Assistant and quickly worked her way to becoming the Manager of the Business Processing team. Heather is multi-faceted, she has worked with over 50 agents at a time, handling agent support, new business, business processing and client satisfaction. That is where Greg and Heather crossed paths and quickly learned they make a great business team. In her current role at Foundation Financial, Heather oversees day to day Operations, processing client requests and transactions while also being Greg Komsky’s Executive Assistant.
Heather was born and raised in the Central Valley of CA. She has two daughters, she enjoys being outside, hiking, going to the beach, but most importantly loves to spend time with her family.
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