Gregory Klar, CFP^®

Designations and licenses

Gregory is a CERTIFIED FINANCIAL PLANNER® professional and holds a health and life insurance producer license.

Experience and education

Gregory provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Gregory was a wealth management advisor for TIAA.

Gregory holds a bachelor’s degree in finance and economics from the University of Hartford and an MBA from Fordham University.

Away from the office, Gregory enjoys spending time with his wife and three children, biking, playing golf and following his favorite local sports teams.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.