As a Certified Financial Planner(r), Greg provides clients with multi-generational wealth management, encompassing financial planning, investments, insurance, and lending. By using a holistic approach, he seeks to put clients in the optimal position to achieve their financial goals, including retirement, education planning, charitable giving, and inter-generational wealth transfer. Greg prides himself on developing close relationships with each client to provide top quality, personal service. His approach is simple but sophisticated. He creates customized portfolios for each clie... Read More As a Certified Financial Planner(r), Greg provides clients with multi-generational wealth management, encompassing financial planning, investments, insurance, and lending. By using a holistic approach, he seeks to put clients in the optimal position to achieve their financial goals, including retirement, education planning, charitable giving, and inter-generational wealth transfer. Greg prides himself on developing close relationships with each client to provide top quality, personal service. His approach is simple but sophisticated. He creates customized portfolios for each client, with a focus on tax-efficiency and risk mitigation. He resides in Brooklyn with his wife, Brianne, and two daughters, Mare and Nelle. Read Less