Broker Check
W. Gregory Rodiger, III CFP®, ChFC


  1. St. Lawrence University, BA, 1982

    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