Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Red Bank, NJ #4403!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

Greg graduated cum laude from the Fairfield University Honors Program with a B.S. in Finance and Accounting. He began his career in the financial services industry in 2005. Prior to joining his current advisory group in 2012, Greg worked at UBS Investment Bank as a trader on the fixed income desk.

In 2010, he completed the third level of the CFA program and currently holds the Chartered Financial Analyst (CFA) designation. The CFA Program is a globally recognized, graduate level curriculum that provides a strong foundation of real-world investment analysis and portfolio management skills along with the practical knowledge needed in today’s investment industry.

 As a CFA charter holder, Greg has pledged to adhere to its code of ethics and professional conduct standards. He is a member of the New York Society of Security Analysts (NYSSA). He also holds FINRA licenses 7 and 63 as well as licenses for life and health insurance.

Greg is a Certified Financial Planner (CFP), is certified in Long-Term Care (CLTC), and holds the NSSA (National Social Security Advisor) designation.

Greg resides in Colts Neck, New Jersey with his wife, Brenna. Outside of his professional efforts he enjoys golf, tennis, reading, and travel.