Focus: Insurance Strategies, Investment Strategies
Greg Crothers is a Financial Advisor with Wealth & Income Solutions. He advises business owners, young professionals, families, pre-retirees and retirees with investment opportunities, risk management, business succession and financial planning.
Greg was born and raised outside of Syracuse, New York. He earned his Bachelor’s degree in Corporate Finance and Accounting from Bentley University in 2004. He began his financial services career in 2005 with MassMutual San Francisco, where he built a robust practice of over 500 clients. In addition to managing his own business, Greg trained and mentored new associates. He also taught retirement planning classes at Berkeley City College, San Rafael Community Center and the College of Marin.
To best provide for his clients needs, Greg earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2007, the Certified in Long Term Care (CLTC) and Chartered Life Underwriter (CLU®) in 2012. He holds his Life and Health licenses, as well as the FINRA Series 6, 62, 63 and 65 registrations.
Greg has been recognized with a variety of awards during his career. He was recognized as a MassMutual Leaders Club qualifier twelve times (2005—2007 & 2010—2018) and MassMutual San Francisco’s Disability Income Insurance Leader eight times (2005, 2007—2013).
Greg returned to the East Coast and joined Wealth and Income Solutions. He continues to offer classes on retirement planning at Haverford Township Department of Parks & Recreation, Temple University’s Ambler Campus, and Rowan College—Mt. Laurel.
Check the background of this investment professional on FINRA’s BrokerCheck
2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004