Gregory Pierce (CFP®, CIMA®, MBA)
Gregory Pierce focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
I specialize in families who have entered the middle stages of life where competing financial goals are the order of the day. These families often worry about how to plan for the cost of their children’s college education, their own retirement goals, and how they will help their aging parents in the event of a health crisis. Many of them are not sure where their money goes, but they would love to gain better control over it. < /p>
My comprehensive financial planning approach reduces their worry. It allows them to gain knowledge about and control over every significant aspect of their financial life. < /p>
Together we work through their most important financial concerns with an emphasis on education – I want them to be well-informed about every critical financial decision that they make. In fact, I view my role as educator, facilitator and motivator. I work together with my clients to help them think through the pertinent decisions that need to be made, to help them get organized and to see the “big picture”, and to ensure that things get done.
Additional Information
Greg earned a BA from St. Louis University and an MBA from Washington University in St. Louis. He was inducted into the Beta Gamma Sigma Honor Society based on his academic achievement at Washington University, where he also received the Professional Achievement Award “for the graduating MBA student who has best exemplified the qualities of integrity, loyalty to friends and country, courage, intelligence, and high standards of personal conduct.”
He is currently a candidate for CFP® certification after successfully passing the CERTIFIED FINANCIAL PLANNER™ examination and completing the CFP® Board-Registered Program at the Boston Institute of Finance.
Greg is a member of ACA (Alliance of Cambridge Advisors), a national organization of fee-only financial planners who embrace a comprehensive approach to financial planning. ACA gives Greg direct access to a host of highly skilled financial planning experts from around the country who have various backgrounds of expertise, including estate attorneys, CPA’s and other tax professionals, investment managers, and insurance agents.
Greg is also a member of the NATP (National Association of Tax Professionals), an organization dedicated to providing tax education, industry-leading tax research, and up-to-the-minute tax code insights.
NAPFA Start Date
September 13, 2012
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