CFA, CFP®, CLTC, NSSA
A founding partner of OneTeam Financial, LLC, with offices in Cranford and Red Bank, New Jersey, Greg leads the Retirement Planning Division in collaboration with the OneTeam Financial specialists in the areas of Social Security, Medicare and long-term care.
Greg works closely with clients to design comprehensive, holistic retirement plans that are financially flexible in order to optimize wealth. He tailors each client’s investment portfolio to meet their unique goals and objectives while minimizing risk.
Upon graduating in spring 2005 from the Fairfield University Honors Program with a B.S. in Finance and Accounting, Greg began his career trading fixed income and options as an Associate Director at UBS. After seven successful years Greg transitioned into personal financial services to pursue his passion for working directly with clients to plan for retirement more comfortably and with peace of mind.
In 2010, Greg completed the third level of the CFA program and currently holds the Chartered Financial Analyst (CFA) designation. The CFA Program is a globally recognized graduate level curriculum that provides a very strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry.
Additionally, he is a Certified Financial Planner (CFP), Certified Long-term Care Specialist (CLTC) and a National Social Security Advisor (NSSA).
A frequent speaker at professional conferences, Greg brings a breath of experiences and a knack of providing clarity to important and complex topics impacting retirement planning and investment strategies. As the President of the Red Bank Chapter of the American Financial Education Alliance (AFEA) he continuously informs and educates adults in our communities.
As a member of the Advisory Board for Best Buddies New Jersey, Greg works to create opportunities for one-to-one friendships, integrated employment, leadership development, and inclusive living for individuals with intellectual and developmental disabilities (IDD).
Contact Greg regarding a speaking engagement for your firm or professional association at firstname.lastname@example.org or by calling (508) 954-8701.