Gregory Chona, CFP®Wealth Manager, Investment Executive
Greg began his career with MetLife in 1987. He has been security licensed since 1991. He also obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2000. Greg follows a disciplined process when working with you to gain an accurate understanding of your goals, priorities, family situation, and investment experience. He discusses various strategies and solutions, aimed at moving you toward your goals. After implementing a financial road map, he will meet with you regularly to track your progress towards those goals. A financial plan is dynamic, and changes or adjustments are often necessary based on market and economic conditions.
Greg has a wealth of knowledge in Risk Management, Insurance, Estate and Income Tax Reduction Strategies, Family Wealth Planning, Social Security and Long Term Care Planning, Pension Maximization Strategies, Special Needs Planning for families with Special Needs individuals, Executive Compensation and deferment Strategies, Income tax minimization strategies for employees and executives with Qualified or Non-Qualified stock options, Business owner planning, Retirement Plan design, Business Succession Planning, Special Use Valuations, Buy/Sell Agreements, and Business Overhead Expense Insurance.
Greg has also been a guest financial columnist in both the Times and the Post Tribune newspapers in North West Indiana. He has also been featured several times in Scene magazine in Sarasota, Florida, as well, as having his own radio talk show for several years.
Greg has lived in the U.S. all his life and is fluent in Spanish as it is his native tongue.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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