C. Greg Crothers, CFP®, CLU®, CLTC
CERTIFIED FINANCIAL PLANNER professional™
C. Greg Crothers is a CERTIFIED FINANCIAL PLANNER professional™ and advises individuals throughout all stages of their lives and careers. Working with business owners, young professionals, families, pre-retirees, and retirees he helps them with their investment strategies, risk management, business succession, and financial planning needs.
Greg was born and raised outside of Syracuse, New York. He earned his Bachelor's degree in Corporate Finance and Accounting from Bentley University in 2004. He began his financial services career in 2005 in San Francisco, where he built a robust practice of over 500 clients. In addition to managing his own business, Greg trained and mentored new associates. He also taught retirement planning classes at Berkeley City College, San Rafael Community Center, and the College of Marin.
To best provide for his clients' needs, Greg earned a number of designations/certifications: CERTIFIED FINANCIAL PLANNER / CFP® in 2007, Certified in Long Term Care (CLTC), and Chartered Life Underwriter (CLU®) in 2012. In 2015. In 2015, Greg returned to the East Coast and joined Wealth & Income Solutions. He continues to offer classes on retirement planning at Haverford Township Department of Parks & Recreation, Temple University's Ambler Campus, Rowan College -Mt. Laurel and Rider University.