Greg is a CERTIFIED FINANCIAL PLANNER™ (CFP) professional. Through the CFP Board’s Standards of Professional Conduct, he is required to act fairly and diligently when providing clients with financial planning advice and services, putting his clients’ interests first.
Greg’s clientele consists of a diverse variety of clients ranging from families and small business owners, to executives and entrepreneurs. He also specializes in providing financial planning services to college professors and professionals in the New Jersey Alternate Benefit Program (NJ ABP) and Public Employee Retirement System (PERS).
As a graduate of Providence College, Greg earned his Bachelor’s degree in Marketing, with a concentration in Finance. He holds his FINRA series 6, 63, 65, 7, and life & health insurance licenses. He is a member of the NJ Chapter of the Financial Planning Association.
In 2008, Greg began his financial service career at MetLife. In 2012, he was selected as the main platform speaker at the Insurance Advisor Roundtable in Atlantic City, NJ.
Greg focuses his practice in servicing and providing financial solutions and retirement counseling to his clients. His areas of expertise include, but are not limited to, wealth accumulation, income distribution, asset allocation analysis, risk management, estate planning and insurance planning.
Greg lives in Bergen County, New Jersey with his wife, Melissa.