Greg has a client first mentality, so his decision to join Atlas was easy. His philosophy of always acting as a fiduciary aligns with the firm since it exclusively operates under a fee-only approach. The fee-only form of compensation only accepts fees paid directly by the client and prohibits third-party commissions and their conflicts of interest.With over a decade of experience in the wealth management industry, Gregs academic credentials include the prestigious certification as a CERTIFIED FINANCIAL PLANNER. As a CFP professional, he must abide by the CFP boards standard of professional conduct and put his clients interests first. He 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 for advisors who work with high-net-worth clients, focusing on the life cycle of wealth: accumulation, preservation, and distribution. He is a member of the N.J. Chapter of the Financial Planning Association, IWI, and NAPFA. His insights appear in various media publications, including the Wall Street Journal, Barrons, and CNBC.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.