2020 NAPFA Fall Conference Speaker
Greg Goin
Greg Goin is an External Risk Management Consultant within Allianz Life Financial Services, LLC. Greg, with more than 10 years of financial services industry experience, works directly with registered investment advisors (RIAs) to incorporate retirement income planning and insurance solutions within their financial planning process.
Prior to his current role Greg served as a senior RIA account manager with Allianz Life Financial Services, LLC. Before that he was a successful regional vice president, retirement consultant (RVP-RC) guiding financial professionals over an eight-state territory in creating retirement strategies that help clients meet their long-term financial objectives, in a variety of market conditions. Before joining Allianz, Greg was the manager of private client relations with McFee Financial Group, where he worked with high-net-worth clients to implement comprehensive financial strategies.
Greg has a BS in finance and marketing from Iowa State University. Greg holds his Certified Financial Planner (CFP), his Certified Investment Management Analyst (CIMA), his Chartered Life Underwriter (CLU), and his Chartered Retirement Planning Counselor (CRPC) designations. He also holds his FINRA Series 7, 26, and 63 securities registrations and current state insurance licenses.
Greg enjoys golf and as an avid runner, has completed six marathons. Greg lives in Carver, MN
Prior to his current role Greg served as a senior RIA account manager with Allianz Life Financial Services, LLC. Before that he was a successful regional vice president, retirement consultant (RVP-RC) guiding financial professionals over an eight-state territory in creating retirement strategies that help clients meet their long-term financial objectives, in a variety of market conditions. Before joining Allianz, Greg was the manager of private client relations with McFee Financial Group, where he worked with high-net-worth clients to implement comprehensive financial strategies.
Greg has a BS in finance and marketing from Iowa State University. Greg holds his Certified Financial Planner (CFP), his Certified Investment Management Analyst (CIMA), his Chartered Life Underwriter (CLU), and his Chartered Retirement Planning Counselor (CRPC) designations. He also holds his FINRA Series 7, 26, and 63 securities registrations and current state insurance licenses.
Greg enjoys golf and as an avid runner, has completed six marathons. Greg lives in Carver, MN
