(929) 427-0347

ggiardino@jmfranklincompany.com

Greg is a CERTIFIED FINANCIAL PLANNER™ (CFP) professional who has over a decade of experience in the wealth management industry. Through the CFP board's standard of professional conduct, he is required to act fairly and diligently when providing clients with financial planning advice and services, putting his clients interests' first.

Greg counsels and advises families, small businesses, professionals, and successful individuals on financial planning, wealth management and estate planning. Greg also holds his FINRA series 6, 7 and 63 through LPL Financial and 65 with Stratos Wealth Partners, as well as his life and health insurance licenses.  He is a member of the New Jersey Chapter of the Financial Planning Association.

A graduate of Providence College, Greg started his career in 2008 with MetLife. After several years of success and receiving the honor of being selected as the main platform speaker at the Insurance Advisor Roundtable, Greg further advanced his financial planning expertise at a boutique wealth management firm in New Jersey from 2012 to 2020.

Greg and his wife, Melissa, reside in Bergen County, New Jersey.  They enjoy traveling (from Australia to the Jersey Shore), hiking, and attending their favorite college sporting events.