Gregory Fortier, CFA®

Gregory Fortier, CFA®

Financial Advisor

Visit my web site!

Phone: 617.932.5674 (Direct) 888.403.4093 (Toll-Free)
Fax: 888.403.4093

Greg applies over 10 years of experience as he provides customized wealth management and retirement planning strategies to individuals and families. He works closely with his clients to ensure that their financial strategies are aligned with their unique goals and objectives throughout all of life’s stages. Greg focuses on education, accessibility and simplicity to ensure that his clients feel comfortable and confident throughout each step of the process.

Greg graduated from Boston University with a bachelor’s degree in Business Administration and a concentration in Finance. He holds Series 7 and 66 securities registrations as well as Life and Health Insurance Licenses. Greg is a CFA charter holder and a member of the CFA Society of Boston as well as the CFA Institute. Prior to joining Centinel Financial Group, Greg was a Financial Advisor at Merrill Lynch Wealth Management and John Hancock, where he sat on the Personal Financial Services Advisory Council.

Away from the office, he is an avid volunteer and member of the Boston University Alumni Association. Greg enjoys playing guitar, automobiles and golf. Greg resides in Scituate with his wife and son.