Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
John McNertney, CFP®, Director
John is a Director and a member of the Business Development Team with Polaris Greystone. John has extensive experience within the financial services industry, having worked at TD Ameritrade and Merrill Lynch prior to joining the Polaris Greystone team. John meets directly with clients and prospective clients to communicate Polaris Greystone's investment strategies and review all financial planning needs.
John is a graduate of the University of Iowa, where he earned a BS degree with a major in psychology and minors in French and philosophy. He is also a Certified...
Stephen Gregory (CRD# 1578992) is an Investment Advisor Representative working at Lpl Financial LLC in Martinez, CA and has over 30 years of experience in the finance industry. Stephen Gregory has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gene Schnabel (CRD# 1210746) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Martinez, CA and has over 19 years of experience in the finance industry.
Matthew Parker (CRD# 6010373) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Martinez, CA and has over 5 years of experience in the finance industry.