Greg Shulman
CFP®, ChFC®, CLU®, MBA

Wealth Management & Retirement
Income Planning Specialist

Greg Shulman

Gregory Shulman is a wealth management and retirement income planning specialist with OneTeam Financial. He believes that aligning himself with people who share his values and objectives is critical to long-term success. Working alongside an outstanding team of experienced professionals, Greg is able to accommodate his clients’ growing needs with a holistic approach to financial planning.

With three decades of experience, Greg helps clients make educated financial decisions about wealth management, retirement income planning, asset allocation, life insurance and Social Security strategies to maximize benefits. He has a passion for empowering others to live and succeed on life’s journey. Ultimately, he serves as a guide and resource for clients in making all major financial decisions impacting their retirement.

Greg has also made his professional education an ongoing commitment to continue learning the latest best practices and strategies for his clients. He earned his bachelor’s degree from the University of Rhode Island and received his MBA in finance from Seton Hall University. He has also completed and maintains a number of financial certifications and designations, including CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant®, Chartered Life Underwriter® and National Social Security AdvisorSM.

In his leisure time, Greg enjoys spending time with his two college-age children, Julia and Grant, as well as partaking in many outdoor hobbies, including hunting, fishing, hiking and traveling.

CERTIFICATIONS/AFFILIATIONS

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Life Underwriter® (CLU®)
  • National Social Security AdvisorSM (NSSA®)
  • FINRA Licenses 7, 63 and 65
  • Life & Health License