W. Gregory Rodiger, III CFP®, ChFC
CURRICULUM VITAE
- St. Lawrence University, BA, 1982
- CERTIFIED FINANCIAL PLANNER (CFP®), 1987 Chartered Financial Consultant (ChFC), 2003
- Masters of Science in Financial Planning, 1994
College for Financial Planning, Denver, Colorado - Qualified and active Member of The International Board of Standards and Practice for Certified Financial Planners (IBCFP) which governs continuing education requirements
- Registered Representative, Financial Industry Regulatory Authority, Inc.
- Registry of CFP® Licensed Practitioners
- Notary Public, State of Connecticut
- Author of articles in various publications and frequent lecturer
- Member of various Professional Associations including:
· Financial Planning Association
· Connecticut FPA
· Institute of Certified Financial Planners
· Million Dollar Roundtable, Qualifying and Life Member - Member of various Civic Organizations including:
* Wilton Historical Society
· Wilton Congregational Church, Chairman, Investment Committee
· Habitat for Humanity Volunteer
Employed as a financial consultant since 1982, with MONY/Equitable/The Connecticut Group since 1984
Lives in Norwalk (39 year Fairfield County resident) with wife and occasionally 3 children and two grandchildren.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
California Insurance License #: 0G47401