Greg Zini CFP^®

My Professional Approach

We’ll work together to map out a financial program that meets your specific needs. In addition, through Benjamin F. Edwards & Co. and our Home Office personnel, you will have access to the resources, expertise and tools you need to address financial issues from the simple to the complex. Moreover, all of us recognize the importance of taking the time to get to know you and understand your financial goals and objectives as we work to make your plan a reality.

Once your investment program is designed and in place, we put it into action. But we don’t stop there. You will also benefit from our ongoing personalized attention and follow-up that will keep you on track throughout your financial journey.

My Background

Greg began his financial services career in 2014, and focuses on retirement planning and investment management. Previously, he worked as a mathematics teacher and boy’s tennis coach at Norwell High School in Norwell, MA. He received his Bachelor of Science Degree in Mathematics and Secondary Education from Gordon College in 2008.

Outside of work, he likes to spend time with his wife, Jess and their young daughter, Alexandra. Greg enjoys traveling, woodworking, being outdoors, and playing tennis and golf. He is also a big fan of New England sports teams.

Areas of Concentration

• Advisory Portfolios
• Asset Allocation
• Business Owner Services
• Education Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Portfolio Management
• Retirement Planning Strategies
• Wealth Management

Education

• Gordon College, Bachelor of Science Degree in Mathematics and Secondary Education