Greg Sloan, CFP®, CEPA®

Greg Sloan, CFP®, CEPA®, is a seasoned finance professional who transitioned from a successful but unfulfilling career at Goldman Sachs to launch his own purpose-driven wealth management firm.

Driven by the belief that true success is a blend of financial prosperity and personal fulfillment, Greg embarked on a journey to align his personal purpose with his professional mission.

Greg's purpose is to assist creative leaders in making a lasting impact, while his mission revolves around helping entrepreneurs make informed decisions for significant financial outcomes.

Equipped with an MBA in Finance from Georgia State University and a Bachelor's degree in Business Administration, Greg leverages his educational background to empower individuals and businesses to prosper with intent and purpose.

Throughout his career, Greg has been involved in various organizations, including Kairos Garage, Wealthfully ™, PashCo Gaming, Telos Fractional C-Suite, Go Beyond®, The Mather Group, Daniel Advisors, and Goldman Sachs Ayco Personal Financial Management, where he held roles ranging from Founder to Managing Director.

Greg Sloan specializes in purpose-centered leadership and offers expertise in integrating personal purpose with organizational missions to drive success.