Greg Fockler
Founder | Financial Advisor at Fockler Financial
- Role
- Founder Financial Advisor at Fockler Financial
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Greg Fockler
MEET GREGA University of Toledo graduate with a business degree in Professional Sales & Finance, Greg Fockler is experienced in assessing and meeting your investment, insurance, and overall financial planning needs. He understands the expectation of thoughtful, individualized service, and he rises up to exceed it client after client. He sees the ongoing industry changes and he meets them head-on. Dedicated to helping clients in the Toledo, Ohio area, throughout the Midwest, and across the country save their hard-earned money and accomplish their financial goals, Greg is an experienced at putting your financial house in order. FINANCIAL PHILOSOPHYGreg Fockler has a dream. That dream is to help you fulfill your dreams no matter what stage of life you’re currently in. Greg’s experience and insight make a complex task manageable and even enjoyable. He first takes the time to get to know you by finding out what’s important to you. After analyzing your needs, wants, and dreams, Greg crafts a personalized financial plan to help you achieve your goals. His financial philosophy goes beyond just financials to take passions, people, places, and your life as a whole into account. OUR PLEDGEOur goal is to help you prosper financially. Whether you are starting out, settling in, or staying the course, we are here to make your financial life even better. Your purpose, your family, your future, your retirement, your legacy. For every generation, there’s a goal. Let’s work on yours.Securities and investment advisory services offered through Osaic, member FINRA/SIPC. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
Experience
Founder Financial Advisor
May 2019 — Present · Toledo, OH, US
Education
The University of Toledo
Bachelor of Business Administration (B.B.A.), Specialized Sales, Merchandising and Marketing Operations
2010 — 2014
Skills
- Financial Services
- Leadership
- Teamwork
- Public Speaking
- Stata
- Microsoft Office
- Sales
- Microsoft Word
- Financial Planning
- R
- Time Management
- Financial Analysis
- Microsoft Excel
- Powerpoint
- Data Analysis
- Spss
- Customer Service
- Matlab
- Research
- Economics
- Statistics
- Econometrics
- Access
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