Clear Perspective Team Greg Gregory

Greg Gregory, CRPS®, CFP®

WEALTH ADVISOR

Greg Gregory came highly recruited from The University of Iowa where he earned his Bachelor's degree in Finance, with a Minor in Risk Management and Insurance. He developed a strong passion for personal finance during his time at The University of Iowa. Greg obtained his insurance licenses in the Summer of 2012 when he interned at MetLife Financial Services. After completing his bachelor's degree, Greg acquired his Series 7 and 66 in the Fall and joined the Clear Perspective team in December 2013. Greg serves on the CASA Kane County Chairman's Advisory Panel.

EDUCATION & PROFESSIONAL DESIGNATIONS

University of Iowa, Finance
Chartered Retirement Plans Specialist™ (CRPS®)
State of Illinois Life Insurance License
FINRA Investment Licenses 7, 66
Certified Financial Planner™ (CFP®)

COMMUNITY INVOLVEMENT

CASA Kane County, Chairman's Advisory Panel