Gregory Sarian

About Gregory Sarian

What attracted me to this vocation more than 25 years ago was a sincere desire to help and serve people with a myriad of complexities in their financial lives. I continue to derive great personal and professional satisfaction from demystifying detailed financial issues and helping clients feel confident by providing them with peace of mind and a clear path forward. I oversee our team’s value creation endeavors, custom planning strategies, monetizing equity, risk management, tax minimization, strategic philanthropy, wealth transfer planning and coordinating strategy with clients’ other key advisors.”Greg specializes in pre- and post-transaction financial planning for entrepreneurs, business owners and senior executives of privately-held companies. He has counseled executives through hundreds of M&A transactions to help them maximize their outcomes and equity. Greg also has in-depth knowledge of planning for financial independence, helping maximize employer benefits and equity compensation, developing proactive investment strategies, and utilizing a team approach to provide clients with thoughtful, custom solutions.Greg holds the Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor® (CEPA®) and the Certified Investment Management Analyst® (CIMA®) designations. He has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, as well as the Chartered Financial Consultant® (ChFC®) designation. Greg and Sarian Strategic Partners are featured on Barron’s Top 1,200 Advisors list (20••••22), as well as Forbes’ Best-In-State Wealth Advisors list (20••••22).

Experience

1. Founder & Partner

   2 13 Strategic Partners

   Feb 2013 — Present

   At 2/13 Strategic Partners at Hightower, we serve busy executives and entrepreneurs who are looking for holistic advice on the entirety of their financial lives. We leverage each member\'s unique competencies to serve clients as a team. Our complementary skill sets, along with our tested 5-step process, The Comprehensive Wealth Management Experience, ensures a superior client experience and easy navigation towards your financial objectives.

Education

• Boston College

  BS, Economics

Skills

• Series 63
• Financial Advisory
• Relationship Development
• Cima
• Chartered Financial Consultant
• Certified Investment Management Analyst
• Strategic Financial Planning
• Certified Financial Planner
• Separately Managed Accounts
• Certified Exit Planning
• Chartered Private Wealth Advisor
• Pre-Transaction Planning
• Equities
• Series 7
• Portfolio Management