W. Gregory Rodiger, III

CFP (®), ChFC

CURRICULUM VITAE

 
 
1.     St. Lawrence University, BA, 1982
 
2.     CERTIFIED FINANCIAL PLANNER (CFP®), 1987
         Chartered Financial Consultant (ChFC)
 
3.     Masters of Science in Financial Planning, 1994
College for Financial Planning, Denver, Colorado
 
4.     Qualified and active Member of The International Board of Standards and Practice for Certified Financial Planners (IBCFP) which governs continuing education requirements
 
5.     Registered Representative, Financial Industry Regulatory Authority, Inc.
 
6     Registry of CFP® Licensed Practitioners
 
7.     Notary Public, State of Connecticut
 
8.     Listed in Who’s Who in Finance and Industry
 
9.  Author of articles in various publications and frequent lecturer
 
10.  Member of various Professional Associations including:
 
·       Financial Planning Association
·       Fairfield County FPA
·       Institute of Certified Financial Planners
·       Million Dollar Roundtable, Qualifying and Life Member
 
11.  Member of various Civic Organizations including:
 
        Wilton Historical Society, Treasurer
·       Wilton Congregational Church, Chairman, Investment Committee
·       Habitat for Humanity Volunteer
 

Employed as a financial consultant since 1982, with MONY/AXA/The Connecticut Group since 1984

Lives in Wilton (35 year resident) with wife and occasionally 3 children and new grandchild.

Has jumped out of a plane (with a parachute..once), run the NY Marathon (once), bicycled 100 miles in 1 day (once), skiied Tuckerman's Ravine and had a hole-in-one (once)

 Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

California Insurance License #: 0G47401


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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