AeroLeads people directory · profile
Greg Falzone, Cima®, Crpc®, Aif® Email & Phone Number
Internal Retirement Plan Counselor
at
Capital Group
1 work email found
@gwglife.com
2 phones found area 832 and 713
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Internal Retirement Plan Counselor
Location
Austin, Texas, United States
Who is Greg Falzone, Cima®, Crpc®, Aif®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg Falzone, Cima®, Crpc®, Aif® is listed as Internal Retirement Plan Counselor at Capital Group, based in Austin, Texas, United States. AeroLeads shows a work email signal at gwglife.com, phone signal with area code 832, 713, and a matched LinkedIn profile for Greg Falzone, Cima®, Crpc®, Aif®.
Greg Falzone, Cima®, Crpc®, Aif® previously worked as Associate Vice President at Pacific Oak Capital Markets and Associate Vice President at Beneficient. Greg Falzone, Cima®, Crpc®, Aif® holds Bs, Business Administration: Management from Bridgewater State University.
Company email context
Email format at Capital Group
This section adds company-level context without repeating Greg Falzone, Cima®, Crpc®, Aif®'s masked contact details.
*@gwglife.com
68% confidence
AeroLeads found 1 current-domain work email signal for Greg Falzone, Cima®, Crpc®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Greg Falzone, Cima®, Crpc®, Aif®
Greg Falzone, Cima®, Crpc®, Aif® is a Internal Retirement Plan Counselor at Capital Group. He possess expertise in mutual funds, alternative investments, investments, investment strategies, financial planning and 18 more skills.
Listed skills include Mutual Funds, Alternative Investments, Investments, Investment Strategies, and 19 others.
Current workplace
Greg Falzone, Cima®, Crpc®, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles
Greg Falzone, Cima®, Crpc®, Aif® work experience
A career timeline built from the work history available for this profile.
Associate Vice President
Current
Apr 2022 - Present
Associate Vice President
Nov 2019 - Apr 2022
Financial Advisor
Aug 2018 - Oct 2019
Financial Advisor
Jun 2017 - Jul 2018
Director Of Investor Relations
Apr 2016 - Jun 2017
Vice President Of Institutional Services
Aug 2011 - Apr 2016
External Wholesaler
Golden Capital Management
Apr 2004 - Apr 2011
Internal Wholesaler
Mar 2003 - Apr 2004
Internal Wholesaler
Dec 2000 - Mar 2003
2 education records
Greg Falzone, Cima®, Crpc®, Aif® education
Bs, Business Administration: Management
Certified Investment Management Analyst (Cima) Education Program, Finance And Financial Management Services
FAQ
Frequently asked questions about Greg Falzone, Cima®, Crpc®, Aif®
Quick answers generated from the profile data available on this page.
What company does Greg Falzone, Cima®, Crpc®, Aif® work for?
Greg Falzone, Cima®, Crpc®, Aif® works for Capital Group.
What is Greg Falzone, Cima®, Crpc®, Aif®'s role at Capital Group?
Greg Falzone, Cima®, Crpc®, Aif® is listed as Internal Retirement Plan Counselor at Capital Group.
What is Greg Falzone, Cima®, Crpc®, Aif®'s email address?
AeroLeads has found 1 work email signal at @gwglife.com for Greg Falzone, Cima®, Crpc®, Aif® at Capital Group.
What is Greg Falzone, Cima®, Crpc®, Aif®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 832, 713 for Greg Falzone, Cima®, Crpc®, Aif® at Capital Group.
Where is Greg Falzone, Cima®, Crpc®, Aif® based?
Greg Falzone, Cima®, Crpc®, Aif® is based in Austin, Texas, United States while working with Capital Group.
What companies has Greg Falzone, Cima®, Crpc®, Aif® worked for?
Greg Falzone, Cima®, Crpc®, Aif® has worked for Capital Group, Pacific Oak Capital Markets, Beneficient, Massmutual, and Encompass Advisory Services, Llc.
How can I contact Greg Falzone, Cima®, Crpc®, Aif®?
You can use AeroLeads to view verified contact signals for Greg Falzone, Cima®, Crpc®, Aif® at Capital Group, including work email, phone, and LinkedIn data when available.
What schools did Greg Falzone, Cima®, Crpc®, Aif® attend?
Greg Falzone, Cima®, Crpc®, Aif® holds Bs, Business Administration: Management from Bridgewater State University.
What skills is Greg Falzone, Cima®, Crpc®, Aif® known for?
Greg Falzone, Cima®, Crpc®, Aif® is listed with skills including Mutual Funds, Alternative Investments, Investments, Investment Strategies, Financial Planning, Investment Management, Small Business Retirement Planning, and Retirement Planning.
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