Gregory B. Spicer | CFP®
Gregory B. Spicer, CFP
Greg earned a BA from Seton Hall University and attended graduate studies at Rutgers Newark. He entered the financial services industry in 1976 with a prominent insurance company acquiring life, health, property, and casualty insurance licenses. In 1980 he took the bold step to form his own firm to create a financial planning practice. During 1984 the firm purchased a suite and moved to the prestigious Courts of Red Bank and continues to operate at that location today.
In June of 1985, Greg received recognition from the College of Financial Planning as a Certified Financial Planner. In 1993 Greg began his association with Cadaret Grant & Co, a major regional broker-dealer, and in 2001 became a branch manager in Red Bank. In 2018 Greg joined LPL Financial, the largest independent broker-dealer in the country*. Greg is also an Enrolled Agent with the unrestricted right to represent taxpayers payers before the Internal Revenue Service.
Greg and Margaret were married in 1982 and currently reside in Tinton Falls, NJ. They are proud parents of two daughters. Samantha earned her law degree at Rutgers Law. Morgan is a freelance artist and is the illustrator of over 30 children’s books. Their son TJ graduated from Richmond University in 2020 and is enrolled in Monmouth University graduate program. Also, they are proud grandparents for Eliana and Jacob.
Today, with the addition of three highly qualified and experienced financial planning associates and two administrators, the firm of Wellesley Financial Planners serves the needs of over two thousand clients. We are proud to offer a customized and powerful approach to personal financial planning that employs the ‘Spirit of Life’ philosophy rarely seen elsewhere today. We invite you to join us.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.