Greg Wittland is a Certified Financial Planner® and Chartered Financial Consultant®,with over two decades of industry experience as an advisor. Also a Certified Public Accountant, Greg holds Series 6, 7, 63 and 65 securities licenses, and specializes in comprehensive financial planning including retirement, education, estate planning and charitable giving.
Greg considers his clients an extension of his family, and genuinely enjoys getting to know them as individuals. However you define “wealth,” Greg understands there are only three things you can do with your “wealth” – share it with those you care about, share it with the organizations and causes you care about, or give it to a government taxing body. Striving to help clients achieve both their financial and lifestyle goals, Greg takes the time getting to know who and what his clients care about so that he can help them achieve 360-degree success. Knowing that there is no one-size-fits-all solution, he provides highly personalized strategies to target clients’ specific goals
In his spare time, Greg enjoys spending time with his wife, two daughters (including co-advisor Michelle), and grandchildren. He also stays active golfing, fishing, and is highly involved in his church and local organizations Quincy Cursillo, Blessed Sacrament Finance Council and Stewardship Council.