Gregory A. Zandlo, CFP ™

Gregory A. Zandlo, CFPGreg Zandlo is the founding principal of the firm. His primary focus is on creating and managing wealth for individuals, small business owners and select professionals. Greg incorporates a comprehensive financial approach via the proven process, emphasizing the five Disciplines of Financial Planning: Risk Management, Investing, Income Tax, Retirement and Estate Planning. This methodology enhances the client relationship through continuous personal interaction and evaluation of the client’s complete financial life.

Greg earned his Bachelor of Arts degree from the College of St. Thomas, in May 1983, specializing in Marketing and Finance and obtained the Certified Financial Planner designation in April, 1992. From 1992-1999, Greg served on the Board of Directors for the Minnesota Society of the Institute of Certified Financial Planners, serving as President in 1998. In that same year, Greg’s vision of a Financial Symposium for CFP professionals was realized, which today, attracts hundreds of financial industry people from the Upper Midwest. Until recently, Greg served on the Minnesota State, Mankato, Professional Advisors Committee for the CFP certificate program, in order to perpetuate the emerging financial planning profession. Greg is currently a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA), which promotes the fee-only (not fee based) method of compensation and a higher standard of professional membership.

Greg has served as an informational resource and appeared in multiple media outlets Including: The Wall Street Journal, The Journal of Financial Planning, Forbes, Bloomberg News, Cnnfn, Kiplinger’s Personal Finance, Money Magazine, Financial Advisor Magazine, Financial Planning Magazine, Investment Advisor Magazine, Investment News, CPA Today Magazine, Minneapolis StarTribune, St. Paul Pioneer Press, Mpls.-St. Paul Magazine, Twin City Business Journal, KTCA-TV Channel 2-Right on the Money and several news stories on KSTP-TV Channel 5.

Greg has served on numerous community boards and committees including: Adams Elementary School, All Saints Catholic Church, Anoka County Historical Society, Destination Imagination, Epiphany Catholic Church, Leave a Legacy, Totino-Grace High School and The Wasie Foundation.

Recently, Greg was the founding President of the Minnesota Chapter for the National Alliance for Thrombosis and Thrombophilia, whose mission is to educate, prevent, diagnose and treat thrombosis (Deep Vein) and thrombophilia. (Pulmonary Embolism)