Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Greg Zini CFP®
Senior Vice President – Investments
My Background
Greg began his career in financial services in 2014, following a rewarding tenure as a high school math teacher and tennis coach in Norwell, MA. His passion for helping families, businesses, and organizations achieve their financial goals – whether through saving, spending wisely, or living generously – continues to guide his work today.
Greg specializes in comprehensive financial planning with a focus on tax-efficient retirement strategies, legacy planning, and next-generation wealth building. He earned his Bachelor of Science in Mathematics and Secondary Education from Gordon College in 2008 and obtained his CERTIFIED FINANCIAL PLANNER® certification in 2018.
Outside of work, Greg enjoys spending time with his wife, Jess, and their four children. Greg enjoys traveling, being outdoors, and playing tennis and golf, and is a proud supporter of New England sports teams.
Phone 603-369-4960
Toll Free Phone 866-603-4960
Phone (Direct) 603-369-4960
Fax 603-369-4959
Check the background of this investment professional on FINRA’s BrokerCheck