Greg Shulman, CFP®, CHFC®, CLU®, MBA
Wealth Management & Retirement Income Planning
Gregory Shulman is a wealth management and retirement income planning specialist with OneTeam Financial. He believes that aligning himself with people who share his values and objectives is critical to long-term success. Working alongside an outstanding team of experienced professionals, Greg is able to accommodate his clients’ growing needs with a holistic approach to financial planning.
With three decades of experience, Greg helps clients make educated financial decisions about wealth management, retirement income planning, asset allocation, life insurance and Social Security strategies to help maximize benefits. He has a passion for empowering others to live and succeed on life’s journey. Ultimately, he serves as a guide and resource for clients in making all major financial decisions impacting their retirement.
Greg has also made his professional education an ongoing commitment to continue learning the latest best practices and strategies for his clients. He earned his bachelor’s degree from the University of Rhode Island and received his MBA in finance from Seton Hall University. He has also completed and maintains a number of financial certifications and designations, including CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Consultant®, Chartered Life Underwriter® and National Social Security AdvisorSM.
Greg resides in Jackson, NJ with his wife Dawn and their 6 children. He enjoys partaking in many outdoor hobbies including hunting, fishing, physical fitness and traveling.
CERTIFICATIONS
- Certified Financial Planner (CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- National Social Security Advisor (NSSA®)
- FINRA Series 7, 63 and 65 Securities Registrations
- Life & Health Insurance licenses
