About
Greg brings over 15 years of experience in the financial planning industry. Greg’s passion for wealth management started at home. When his father unexpectedly passed away at an early age, his family remained financially stable because of the steps his father took with estate and legacy planning. This tragic event inspired Greg to help his own clients protect their biggest asset – their families.
As a fiduciary, Greg takes a client-first approach to financial planning and holds the prestigious CFP certification, along with the Certified Private Wealth Advisor certification – an advanced credential for advisors who work with high-net-worth clients. His insights have appeared in various media publications, including the Wall Street Journal, Barron’s, Financial-Planning.com, AARP, MarketWatch, and CNBC, among others. He is a member of the N.J. Chapter of the Financial Planning Association and the Investments & Wealth Institute. Greg and his wife, Melissa, reside in Bergen County, NJ. Outside of the office, Greg enjoys traveling, hiking, and attending their favorite college sporting events.
Education
- BA - Marketing, concentration in Finance, Providence College
- Wealth Management Theory & Practice, Yale School of Management
Awards
- NJ Biz - Forty Under 40¹
Awarded 9/16/25 for the ranking year 2025.
Resources from Greg Giardino
Current Clients
Contact me via email or m at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation