Meet Gregory Cfp®, a highly experienced financial planner who has a wealth of education and professional experience. Gregory graduated with a B.S. in Finance from Indiana University of Pennsylvania before going on to earn his Master of Business Administration with a focus on Finance from George Mason University.

Gregory's career in finance has spanned several organizations, including a role as a Wealth Manager at USAA and a Financial Advisor at UBS Wealth Management. He is currently a Financial Planner at SoFi, where he uses his expertise to help clients achieve their financial goals. Prior to his work in finance, Gregory served as a Platoon Commander in the United States Marine Corps.

With a well-rounded background in both finance and military leadership, Gregory is a versatile professional who is well-equipped to tackle challenges with precision and efficiency. His extensive experience in the financial sector has given him a deep understanding of the markets, as well as the tools and strategies necessary to help clients achieve financial success. Gregory's dedication to his work and his clients make him a valuable asset to any organization he works with.