Vista Financial, LLC

“In today’s often confusing and uncertain financial times, there are questions that we all consider at one time or another.” More about the CEO and Founder A lifelong resident of New Jersey, Greg grew up on the Jersey Shore and attended St. Rose High School. He then earned his Bachelors degree in Business from Fordham University in New York City in 1978. Greg is an active member of his community and is involved with children’s charities and children’s sports programs. Married for twenty five years, Greg and his wife Cyndi also have two sons. The boys are 18 and 19 years old and graduated from Christian Brothers Academy. Both are currently full-time college students. Holding both securities licenses and insurance licenses has enabled Greg to employ strategies to build and maintain his client’s financial profile. Greg was a trader on Wall St. for many years. Over the last 15 years Greg has become a recognized expert in the area of Retirement Asset Protection. Through his creation of Vista Financial, he has been able to help his clients maintain their assets during retirement. Greg has become a sought-after public speaker and has created a formidable reputation as a caring financial professional through the work he has done helping so many retirees. Greg established Vista Financial because he is committed to the individual client. Vista’s principle focus is to help clients maintain their level of income in retirement, while also allowing for a greater level of financial security. The focus of Vista Financial as Estate Planning Specialists came about because of a family circumstance that arose. Greg was asked to get involved due to a family death because of his financial background. It turned out to be quite a learning experience. He came away feeling very strongly that people did not know what to take advantage of, to attain the proper protection in their retirement years. A journey began as a financial specialist helping people navigate the financial process properly. Greg stresses the details to achieve clarity with the individual client through an interview process that he has devised in order to create a structure that addresses and achieves the objectives of that individual or couple. His call to TAKE ACTION and his signature phrase of Proper Protection in Your Retirement Years has resonated throughout New Jersey. “Everyone has an estate and everyone has the obligation to protect it properly to ensure their own retirement as well as their legacy.” Make an appointment with this special and dedicated financial professional and change your life.

Address: 331 Newman Springs Rd. Bldg 1, 4th Floor, #143 Red Bank, NJ 07701, USA

Phone: +1 800 315 0018
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