Greg Shulman, CFP®
Wealth Management & Retirement Income Planning
Greg Shulman helps clients design comprehensive retirement plans that coordinate all aspects of their financial lives. As a Wealth Management & Retirement Income Planning Specialist at OneTeam Financial, he focuses on creating strategies that allow clients to spend confidently in retirement while protecting what they've worked a lifetime to build.
Greg is proud to work alongside a team of true subject-matter specialists to deliver the coordinated approach that sets us apart. He believes that successful retirement planning requires more than just investment management, it demands constant collaboration and a thoroughness that addresses taxes, income, insurance, and one’s legacy.
After earning his Bachelor of Science in Zoology from the University of Rhode Island, Greg pursued his MBA in Finance from Seton Hall University. With over 30 years in the industry, he has built his expertise around investment management, retirement income planning, and holistic wealth management. Every day, he helps clients make defining decisions about Social Security, asset allocation, life insurance, and more.
Greg's commitment to ongoing education reflects his dedication to providing clients with the latest strategies and best practices. He holds multiple certifications including CFP®, ChFC®, CLU®, and NSSA®, ensuring he stays current with evolving tax laws and retirement planning techniques.
Originally from Brielle, New Jersey, Greg now lives in Jackson with his wife and six children. When not helping clients plan for retirement or planning his own family’s next adventure, he prioritizes his fitness, traveling, and enjoys outdoor activities including hunting and fishing. Additionally, his role as Elder & President of Manasquan Presbyterian Church demonstrates his commitment to serving others both professionally and personally.
CERTIFICATIONS
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- National Social Security Advisor (NSSA®)
- Retirement Income Certified Professional (RICP®)
- Bucket Plan Certified® (BPC)
- FINRA Series 7, 63 and 65 Securities Registrations
- Life & Health Insurance licenses