Greg Giardino

Greg brings nearly two decades of experience in the financial planning industry.  His passion for wealth management started at home after Greg’s entrepreneurial father unexpectedly passed away at an early age, leaving behind his wife and children. Due to skillful estate and financial planning, his family remained financially stable and preserved his father’s hard work as a business owner to provide a legacy for the family.  This tragic event inspired Greg to help his own clients protect their biggest asset – their families.

In addition to his years of professional and personal experience, Greg has been featured in various media publications, including the Wall Street Journal, Barron’s, AARP, Kiplinger, and CNBC, among others.

As a fiduciary and fee-only financial planner, Greg specializes in helping high-net-worth families protect and harness significant wealth, while focusing on tax-smart planning strategies.  He has firsthand experience with business exit strategy and execution, commercial real estate sales, and inheritance planning.

He also maintains expertise with respect to university medical doctors and professors. Greg frequently speaks at the Rutgers Business School and serves as a financial advisor for Rutgers University Faculty and Rutgers medical doctors, including Rutgers physicians at Robert Wood Johnson Medical School (RWJMS), Rutgers Cancer Institute (CINJ), and the New Jersey Medical School (NJMS).

Greg is also involved in the financial planning community and his local community, serving as a board member of the Financial Planning Association of NJ and a board member of the Greater Pascack Valley Chamber of Commerce.  

In his personal time, Greg, his wife Melissa, and their son Jace, enjoy traveling, hiking, and attending their favorite college sporting events.