Gregory Fortier, CFA®

Gregory Fortier, CFA®

Financial Advisor

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

Website: Visit my web site!

 

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 help them pursue financial strategies that are aligned with their unique goals and objectives throughout all of life’s stages. Greg focuses on education, accessibility and simplicity to help his clients feel comfortable and confident throughout each step of the process.  

Greg earned a bachelor's degree in Business Administration from Boston University, with 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, where he sat on the Personal Financial Services Advisory Council.  Greg is a CFA charter holder and a member of both the CFA Institute and the CFA Society of Boston.

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

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck