Broker Check
Gregg A. Fogel, CMFC®

Gregg A. Fogel, CMFC®

CEO & Wealth Advisor

Gregg has been a financial advisor since 1997. Prior to that he served in the US Army as a member of the Special Forces Unit and was stationed in Uijeonbu, South Korea.  Gregg achieved his Chartered Mutual Fund Counselor designation, CMFC from the College for Financial Planning.  His passion for financial planning has helped his clients plan during both good and bad market conditions.

Gregg advises his clients on stocks, bonds, ETF’s, and separately managed accounts.

Gregg is a member the Greater Cincinnati Trail Runners association. He recently completed a 50k trail run in Monument Valley, Utah and the Javelina Jundred 100k race just outside of Scottsdale, Arizona.