Greg Gohr

About Greg Gohr

Greg is a Wealth Advisor at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. With over 20 years of industry experience, Greg has extensive knowledge in all aspects of wealth management and specializes in helping individuals, families, and small businesses define and realize their financial goals. He enhances his clients’ financial well-being through the delivery of customized wealth strategies built for every phase of their life. Prior to joining the financial services world, Greg spent the first 10 years of his professional life pursuing his lifelong dream of playing Major League Baseball. Like many professional athletes, his playing career was much shorter than he would have liked. After brief stints coaching at both the professional and college levels, Greg embarked on a career in financial services, determined to synthesize his lifelong interests in personal finance, investing, and coaching. Greg graduated from Santa Clara University and completed his CERTIFIED FINANCIAL PLANNER™ coursework at Merrimack College and holds the Accredited Investment Fiduciary® designation. His least favorite workplace memory is giving up back-to-back-to-back homeruns in front of a sold-out stadium in Cleveland. Greg is grateful to serve his community as a member of the Knights of Columbus. To learn more about Greg or FSA Wealth Management, please visit https://fsawm.com/-FSA Wealth Management LLC \"FSA Wealth Management\" is a registered investment advisor. FSA Wealth Management provides investment advisory and related services for clients nationally. FSA Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://fsawm.com/

Experience

1. Wealth Advisor

   Fsa Wealth Management

   Mar 2022 — Present · Reading, MA, US

   Wealth brings challenges. Face them with confidence – and with the right team behind you.Throughout FSA\'s history, we have helped hundreds of clients realize their financial goals. In addition to individuals and families, we work extensively with small businesses and professional organizations. From business creation to sale or succession, we guide them through the complex financial decisions critical for success. We are particularly proud of the close, long-term relationships we’ve established with so many of our clients.To learn more about FSA Wealth Management, please visit https://fsawm.com/

Skills

• Series 24
• Series 7
• Product Management
• Mutual Funds
• Asset Allocation
• Management
• Financial Services
• Wealth Management
• Financial Advisory
• Investment Advisory
• Series 65
• Financial Planners
• Marketing
• Series 63
• Recruiting
• Finra