Greg joined Jim Saulnier & Associates in May 2019 as an Assistant Planner. He has a Bachelor of Science in Economics from Northeastern University, with a concentration in finance, and is a Candidate for CFP® Certification, having passed the Certified Financial Planner™ exam in 2019. He entered the financial planning profession following a long career in the information technology field, and has prior experience as a paralegal in business, real estate, and estate planning. Greg is passionate about helping people navigate the complexities of retirement planning so they can make the best decisions for their future.