Greg is a CERTIFIED FINANCIAL PLANNER™ professional with over a decade of experience in the wealth management industry. Through the CFP board's standard 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.
In addition to being a CFP® professional, Greg also holds the Certified Private Wealth Advisor® certification, which he earned through the Investments & Wealth Institute™ and taught in conjunction with the Yale School of Management. The Certified Private Wealth Advisor® certification is an advanced credential designed for financial advisors who work with high-net-worth clients, focusing on the life cycle of wealth: accumulation, preservation, and distribution. He also holds his FINRA series 6, 7, and 63 through LPL Financial and holds his series 65 with Stratos Wealth Partners, as well as his life and health insurance licenses.
Greg counsels and advises successful individuals, families, small businesses, and professionals on financial planning, wealth management and estate planning. Greg has further developed a specialization working with college professors to maximize their retirement benefits inside of the New Jersey retirement system. He is a member of the New Jersey Chapter of the Financial Planning Association.
A graduate of Providence College, Greg started his career in 2008 with MetLife. After several years of success and receiving the honor of being selected as the main platform speaker at the Insurance Advisor Roundtable, Greg further advanced his financial planning expertise at a boutique wealth management firm in New Jersey from 2012 to 2020.
Greg and his wife, Melissa, reside in Bergen County, NJ. They enjoy traveling – from Australia to the Jersey Shore, hiking and attending their favorite college sporting events.