Gregory Fortier, CFA®

Gregory Fortier, CFA®

Financial Advisor

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

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. Prior to joining Centinel Financial Group, Greg was a Financial Advisor at Merrill Lynch Wealth Management and John Hancock.

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.