Greg Dillon, CFA®, CFP®, CLTC®, NSSA®, BPC

Greg builds tactical and thoughtful retirement strategies that evolve with clients’ lives while innovating new ways to better serve them. His specialty is creating personalized, tax-efficient investment approaches that balance growth potential with protection in even complex cases, helping pursue goals while managing uncertainty.

After graduating from Fairfield University’s Honors Program with a Bachelor of Science in Finance and Accounting, Greg began his career trading fixed income and options as an associate director at UBS. Later, he transitioned to personal financial services to pursue his passion for working directly with clients to provide more personalized retirement planning.

As a respected authority on retirement income, tax management, and investment management, Greg shares his expertise widely through speaking engagements at New Jersey Bar Association events and CPA societies throughout the state. He extends this mission through his work with the American Financial Education Alliance (AFEA), where he teaches workshops to help community members. His holistic planning insights have also reached a broader audience through media appearances.

While he has over two decades of experience in financial services, Greg is committed to continuously furthering his expertise. He holds the Chartered Financial Analyst (CFA®) designation and has also earned his Certified Financial Planner (CFP®), Certified Long-Term Care Specialist (CLTC®), and National Social Security Advisor (NSSA®) certifications, giving him a deep understanding of multiple areas of financial planning. As a member of Ed Slott’s Master Elite IRA Group and the Estate Planning Council of Central New Jersey, he stays current with the latest strategies and connected with other industry leaders.

Originally from Raynham, Massachusetts, Greg now lives in Colts Neck with his wife, their two daughters, and their dog. Outside of work, he enjoys golfing, exercising, and spending time on the New Jersey Shore. He also serves on the advisory board for Best Buddies New Jersey, supporting individuals with intellectual and developmental disabilities.

Certified Financial Planner Board of Standards, Inc. (CFP Board) was founded in 1985 as a 501(c)(3) non-profit organization that serves the public interest by promoting the value of professional, competent and ethical financial planning services, as represented by those who have attained CFP® certification. CFP Board sets and enforces the requirements for CFP® certification, including: education, examination, experience, and ethics, Individuals who successfully complete CFP Board’s initial and ongoing certification requirements are authorized to use the CFP® certification marks in the United States.