Meet Lance Greco, CFP®

There's an old saying, "The years teach much which the days never know."

So, after serving as a financial advisor for over 30 years, I have learned a lot. But it's not just about showing up. We can all actively learn and grow and accelerate our learning curve no matter how long we have been at something. And that is why in 2023 I set out to earn the coveted CERTIFIED FINANCIAL PLANNER™ certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. I am excited to put the designation to use for the benefit of my current and future clients while continuing to provide financial advice based upon the highest standards of competency and integrity. 

Here is a photo of me standing behind the stack of information I had to know intimately to pass the formidable CFP® Certification Exam.

"Service to others" was my father's life motto and he had a huge impact on everyone around him. One of his favorite non-profits was Camp Courageous, a camp for people of all ages with special needs. It's an incredible place and if you know anyone who has had a Camp Courageous camper in their family, you know how important it is to them. It is a really special place. You can learn more about Camp Courageous by clicking here.