Certified Financial Planner@ MERCER (MERCER GLOBAL ADVISORS, INC.)
Westport, Connecticut, United States
Gregg Padilla, CFP®
GET FULL PROFILE 
University of Tampa
Real-Time AI Research
FlashIntel GPT
Tell me more about Gregg Padilla, CFP®?
FlashIntel GPTGregg Padilla, CFP(r) is a highly experienced financial planner with 28.8 years of work experience. He specializes in investments, asset management, alternative investments, retirement planning, estate planning, and personal financial planning. Based in the United States, Gregg has a strong background in helping individuals organize their family finances and establishing realistic life goals. He offers comprehensive financial planning and investment advisory services, helping individuals make healthy financial decisions for themselves and their families. With a focus on guiding and coaching individuals, Gregg is a valuable asset to any organization.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
For the past 25 years, I have been helping individuals organize their family finances while establishing realistic life goals. Combining my knowledge and real life experiences in comprehensive financial planning and investment advisory services, I guide and coach people into making healthy financial decisions for themselves and their family.
Work Experience
Certified Financial Planner
Senior Wealth Advisor
Individual and Family Services
Gregg Padilla, CFP®'s Professional Milestones
- Principal | Chief Financial Officer (1995-01-01~): Optimized financial strategies, improving profitability and driving strategic decision-making.
- Senior Wealth Advisor (2022-03-01~): Guided individuals towards their financial success through personalized investment strategies.
Education
Finance And Financial Management Services
1988-1992Skill
Investments
Asset Managment
Alternative Investments
Retirement Planning
Estate Planning
Personal Financial Planning
Certification
Colleagues
Loretta McArdle
administrative assistant at mercer mercer global advisors inc
Tracy Jackson
senior wealth advisor director at mercer mercer global advisors inc
Mark Ericson, CFP®
Wealth Advisor
Helen Clayton Shingler
Regional Service Manager
Other Named Gregg Padilla, CFP®
Frequently asked questions
We found 1 Gregg Padilla, CFP®'s email addresses
We found 1 Gregg Padilla, CFP®'s phone numbers
Gregg Padilla, CFP®'s social media include: Linkedin,
Gregg Padilla, CFP® works for MERCER (MERCER GLOBAL ADVISORS, INC.)
Gregg Padilla, CFP®'s role in MERCER (MERCER GLOBAL ADVISORS, INC.) is Certified Financial Planner
Gregg Padilla, CFP® works in the industry of Individual and Family Services
Gregg Padilla, CFP®'s colleagues are Loretta McArdle,Tracy Jackson,Mark Ericson, CFP®
Gregg Padilla, CFP®'s latest job experience is Certified Financial Planner at MERCER (MERCER GLOBAL ADVISORS, INC.)
Gregg Padilla, CFP®'s latest education in University of Tampa
