CONNECT

Address:

5885 Landerbrook Dr.
Suite 304
Mayfield Heights, OH 44124

Phone:

440.446.1000

Fax/Other:

440.446.0141

Gregory Berlin, AAMS®, CFP®

Gregory Berlin, AAMS®, CFP®

Vice President

Greg began his career in the financial service industry in 1999. He is an experienced CERTIFIED FINANCIAL PLANNER™ serving individuals, families and businesses throughout Northwest Pennsylvania and Northeast Ohio in all aspects of financial planning, retirement planning, and investing. He is a graduate of Indiana University; Greg earned both a BM in violin performance and BSOF in Business. He has a Master of Business Administration degree from the Weatherhead School of Management at Case Western Reserve University. He also earned an Accredited Asset Management SpecialistSM(AAMS®) designation from the College of Financial Planning.

Phone 440-446-1000 x103
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck