Michael Greco (CRD# 2777345) is a managing partner and co-founder of GCI Financial Group, Inc., serving as Chief Investment Officer and Director of Financial Planning. Michael graduated from Lafayette College with a joint degree in Economics & Mathematics. His first official foray into financial services was in the Treasury Department of M&T Bank. Working on the fixed-income desk, Michael traded Fed Funds, Mortgage Backed securities and foreign currency.
In 1996, Michael transitioned to OLDE Securities, where he actively traded equities for individuals and institutional accounts. Choosing to focus on a retail clientele, Michael joined New England Financial in 1998 in an effort to offer a wider array of financial planning services. He has earned the Certified Financial Planner (CFP®) designation and subsequently the Chartered Financial Consultant (ChFC) designation through the American College. The Chartered Financial Consultant remains the most comprehensive designation in the financial planning field.
Michael is the author of A Preference for Preferreds: All You Need to Know about Investing in Preferred Stock (available on Amazon and Kindle). He has also authored featured articles for several industry publications, been interviewed on National Public Radio and has been quoted in many financial periodicals, including Fortune & Kiplinger's magazines. A recognized expert on qualified retirement plans, he has also written on employer fiduciary responsibility for the NJ Law Journal. Michael has served as an adjunct professor of Economics & Finance at Seton Hall University. He is also an arbitrator in the Financial Industry Regulatory Authority (FINRA) Dispute Resolution forum. There, Michael serves as an industry expert panelist hearing cases between brokers, broker/dealers and customers.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
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Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gci Financial Group | Maplewood, NJ | Jan 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- CO
- CT
- FL
- MD
- MA
- NJ
- NY
- PA
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Total Assets Under Management94MILLIONS
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Total Number of Accounts100ACCOUNTS
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Average Account Value$937,460
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, CT, FL, MA, MD, NJ, NY, PA
Neither GCI Financial Group, Inc. or any of it's representatives, including Michael F. Greco, have any formal business relationship or affiliation with Wealthminder or any of it's subsidiaries or shareholders.
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