AeroLeads people directory · profile

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® Email & Phone Number

Managing Partner and Co-Founder at Vertex Planning Partners, LLC
Location: Downers Grove, Illinois, United States 6 work roles 3 schools
2 work emails found @vertexpartners.com 3 phones found area 617 and 440 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email g****@vertexpartners.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vertex Planning Partners, LLC
Role
Managing Partner and Co-Founder
Location
Downers Grove, Illinois, United States
Company size
18 employees

Who is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® is listed as Managing Partner and Co-Founder at Vertex Planning Partners, LLC, a company with 18 employees, based in Downers Grove, Illinois, United States. AeroLeads shows a work email signal at vertexpartners.com, phone signal with area code 617, 440, and a matched LinkedIn profile for Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®.

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® previously worked as Managing Partner & Co-Founder at Vertex Planning Partners, Llc and Independent Financial Advisor at Vertex Planning Partners, Llc. Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® holds B.S., Finance from Miami University.

Company email context

Email format at Vertex Planning Partners, LLC

This section adds company-level context without repeating Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s masked contact details.

*@vertexpartners.com
74% confidence

AeroLeads found 2 current-domain work email signals for Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®

Financial Advisor in ChicagoSpecialties: Certified Private Wealth Advisor, (CPWA®)Certified Financial Planner, (CFP®)Chartered Financial Consultant (ChFC®)Chartered Life Underwriter (CLU®)Accredited Investment Fiduciary (AIF®)Retirement Management Advisor (RMA)Series 7 & 63 registrations held with LPL FinancialSeries 65 registration held with Vertex Planning Partners, LLCIllinois, Ohio, Wisconsin & Louisiana Life & Health Insurance License• Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. Investment advice offered through Vertex Planning Partners, LLC, a registered investment advisor. Vertex Planning Partners, LLC is a separate entity from LPL Financial.• Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.• For a list of states in which I am/we are registered to do business, please visit www.vertexpartners.com/

Listed skills include Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, and 18 others.

Current workplace

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Vertex Planning Partners, LLC
Vertex Planning Partners, Llc
Managing Partner and Co-Founder
Downers Grove, IL, US
Website
vertexpartners.com
Employees
18
AeroLeads page
Company profile
View company profile Email format
6 roles

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® work experience

A career timeline built from the work history available for this profile.

Independent Financial Advisor

Current
Vertex Planning Partners, Llc

Downers Grove, Illinois, US

Independent Financial Advisor specializing in comprehensive financial planning, estate planning, and asset management for a select number of successful familiesLPL Financial is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting over 14,000 financial advisors nationwide.* We are also an.

Jun 2011 - Present

Senior Financial Advisor At Chase Investment Services

Chase Investment Services, Corp.

Financial planning and investment management for individuals, businesses, and non-profit organizations.

Feb 2005 - Jun 2011

Financial Advisor At Northwestern Mutual

Northwestern Mutual

Milwaukee, WI, US

May 2001 - May 2003
Team & coworkers

Colleagues at Vertex Planning Partners, LLC

Other employees you can reach at vertexpartners.com. View company contacts for 18 employees →

MR Megan Rouse Megan Rouse Colleague at Vertex Planning Partners, Llc Glen Ellyn, Illinois, United States, United States View → MM Megan Micek Megan Micek Colleague at Vertex Planning Partners, Llc Naperville, Illinois, United States, United States View → TB Tammy Billadeau, Cfp®, Cdfa®, Aams® Tammy Billadeau, Cfp®, Cdfa®, Aams® Colleague at Vertex Planning Partners, Llc Downers Grove, Illinois, United States, United States View → ES Edward Smith, Ms, Sca Edward Smith, Ms, Sca Colleague at Vertex Planning Partners, Llc Greater Chicago Area, United States View → GC Gail Cannata Gail Cannata Colleague at Vertex Planning Partners, Llc Greater Chicago Area, United States View → MB Michael Bellis, Cfp®, Clu Michael Bellis, Cfp®, Clu Colleague at Vertex Planning Partners, Llc Naperville, Illinois, United States, United States View → KK Kelsey Kunz Kelsey Kunz Colleague at Vertex Planning Partners, Llc Greater Chicago Area, United States View →
3 education records

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® education

B.S., Finance

Miami University

Certified Private Wealth Advisor

University Of Chicago

Certificate, Certified Financial Planner Education Program

Northwestern University
FAQ

Frequently asked questions about Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®

Quick answers generated from the profile data available on this page.

What company does Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® work for?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® works for Vertex Planning Partners, LLC.

What is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s role at Vertex Planning Partners, LLC?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® is listed as Managing Partner and Co-Founder at Vertex Planning Partners, LLC.

What is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s email address?

AeroLeads has found 2 work email signals at @vertexpartners.com for Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® at Vertex Planning Partners, LLC.

What is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 617, 440 for Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® at Vertex Planning Partners, LLC.

Where is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® based?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® is based in Downers Grove, Illinois, United States while working with Vertex Planning Partners, LLC.

What companies has Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® worked for?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® has worked for Vertex Planning Partners, Llc, Redwood Financial Network, Corp., Chase Investment Services, Corp., and Northwestern Mutual.

Who are Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s colleagues at Vertex Planning Partners, LLC?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®'s colleagues at Vertex Planning Partners, LLC include Megan Rouse, Megan Micek, Tammy Billadeau, Cfp®, Cdfa®, Aams®, Edward Smith, Ms, Sca, and Gail Cannata.

How can I contact Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif®?

You can use AeroLeads to view verified contact signals for Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® at Vertex Planning Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® attend?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® holds B.S., Finance from Miami University.

What skills is Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® known for?

Greg Benner, Cpwa®, Cfp®, Rma®, Chfc®, Clu®, Aif® is listed with skills including Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, Investments, Financial Planners, Financial Advisory, and Series 7.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.