Our Qualifications

Gregory Gerew has provided Financial Advice to individuals and businesses in the area since 1991. He has held the Certified Financial Planner™ designation since 1994. He also holds The CLU designation as well as the Securities Series 7,24,51, and 63.

Greg graduated from the University of North Carolina. Prior to entering the Financial Services Industry, Greg was General Manager of Companies in New Jersey, Texas, and Saudi Arabia. This varied business background has helped some of our current clients..

He is active in the local community through membership in the Catholic Church, Kiwanis Club,Boy Scouts, and coaching basketball for 11 years.

Greg resides in Toms River, NJ with his wife of 29 years, Ana.  She continues her work as a school Psychologist and taking care of us all.  They have 3 children.  Christina is a Junior at Rutgers University, majoring in journalism and history and recently spent a semester in Madrid, Spain.  Maria is a graduate of Rutgers University.  She played 4 years of soccer there and has since played in Brazil and Canada. Maria is attending Ross University Medical school.  Daniel is back in the United States after working 2 years in South Korea. He is a graduate of American University.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.