Greg Farrall, PPC®CWS®CPFA®AIF®

Greg Farrall is a seasoned financial professional and the CEO/Owner of Farrall Wealth, a boutique wealth management firm located in Valparaiso, Indiana. He holds several professional designations, including PPC® (Professional Plan Consultant), CWS® (Certified Wealth Strategist), CPFA® (Certified Plan Fiduciary Advisor), and AIF® (Accredited Investment Fiduciary) .14

Career Overview

Farrall founded Farrall Wealth in July 2010, focusing on providing tailored financial strategies to help clients grow, protect, preserve, and distribute their wealth. The firm operates under the umbrella of LPL Financial and emphasizes a holistic approach to wealth management through its proprietary Farrall Wealth Management System .124

Before establishing his own firm, Farrall held various roles in the financial sector, including Senior Vice President at Lakeside Wealth Management Group and Equity Options Trader at the Chicago Board of Options Exchange. He also contributed as a financial writer for Aberdeen Living Magazine and hosted a financial literacy radio show called "Money Matters with Greg" .134

Education and Community Involvement

Greg Farrall is an alumnus of Indiana University, where he laid the foundation for his career in finance. He is actively involved in his community, often sharing insights on financial literacy through various media .145

For more information about his firm, you can visit the Farrall Wealth website or his LinkedIn profile .12