Greg has been a Financial Advisor since 2009 after receiving a BS in Finance from SUNY Brockport. Greg specializes in overseeing and assisting with retirement programs for corporations, individual retirement income planning, estate planning, and implementing proper asset allocation strategies. Greg provides cost-effective solutions to assist individuals and businesses in need of financial guidance, while helping them prepare for their financial futures.
Greg obtained the designation of Accredited Investment Fiduciary® in 2020 to further assist his corporate and individual clients with prudent investment management and oversight services. Greg lives in the Saratoga area with his wife Lexie, daughter Isabelle and their dog, Winston.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at email@example.com. Complaints about an Equitable Advisors FP should be directed to firstname.lastname@example.org.