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.