Gregory Vassallo, CLU, ChFC
Financial Advisor
Gregory M. Vassallo, CLU, ChFC began his career with Equitable Advisors and The Equitable Life Assurance Society as a Financial Professional in 1988. Since the beginning, Greg has assisted business owners and individuals in the management and preservation of their wealth through retirement planning strategies, wealth accumulation strategies, and risk management. Greg has earned a Certificate In Retirement Planning from the Wharton School of Business. In addition he holds the Chartered Financial Consultant (ChFC) and the Chartered Life Underwriter (CLU) designations. Greg is active in his community and professional organizations including the Million Dollar Round Table (MDRT), the National Association of Insurance and Financial Advisors, and the Northern New Jersey Chapter of the Estate Planning Council.
R.I.C.H. Planning Group, LLC is not owned or operated by Equitable Network or its affiliates.
California Insurance License #: 0H70620
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095
R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960
R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719
R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876