George Greco, CFP^®

Designations and licenses

George is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

George advises clients on income tax, financial planning and investments. He also oversees cash management services.

Before joining the firm in 2009, George held positions at Merrill Lynch in securities brokerage and financial planning.

George has a bachelor’s degree in business and technology from Stevens Institute of Technology.

George’s Office

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.