
Whether it’s planning for a trip next year or for retirement in 20 years, Greg Cipov pursued a financial planning career because he wants to help clients reach their goals. Greg is Financial Service Group’s newest associate, joining FSG in May following a successful internship with the firm.
Greg currently leads the implementation of Financial Service Group’s new Virtual Client Center, a secure online financial planning information and communication client service. His responsibilities also include handling client’s needs and questions, performing loan analysis and calculations, and a variety of tasks related to client meetings.
Greg graduated with a Quantitative Economics degree from the University of Wisconsin-Parkside. Before that, he was with the Navy where he was awarded two Navy and Marine Corp Achievement Medals while aboard the USS Jarrett. He received one of those medals for his contributions to the redesign of the intelligence collection and dissemination process during Operation Enduring Freedom.
As he looks ahead to his financial planning career, Greg is excited about the ever changing landscape of ideas and possibilities available to meet client needs. He believes the full-service financial planner has to think multi-dimensionally in order to service clients in the best possible way, especially baby boomers, so that they’re prepared both financially and emotionally for life’s pending transitions.
Greg and his wife Sarah celebrated their five year anniversary in September 2007 and live in Muskego. You can reach Greg at greg@toyourwealth.com.FSG is registered with and regulated by the Securities and Exchange Commission as a large advisory firm. Incorporated in 1981, FSG is privately owned and operated by its principal shareholder, Michael P. Haubrich, CFP.