Greg Drozdow Email & Phone Number
@snappykraken.com
2 phones found area 305
LinkedIn matched
Who is Greg Drozdow? Overview
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Greg Drozdow is listed as Founder, Financial Professional at Drozdow Financial, a with 2 employees, based in Miami, Florida, United States. AeroLeads shows a work email signal at snappykraken.com, phone signal with area code 305, and a matched LinkedIn profile for Greg Drozdow.
Greg Drozdow previously worked as Founder, Financial Planner at Drozdow Financial and Business Consultant, Equity Management Solutions for Financial Advisors at Fp Transitions. Greg Drozdow holds Bachelor Of Arts (B.A.), Health: Science, Society And Policy; Business from Brandeis University.
Email format at Drozdow Financial
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AeroLeads found 2 current-domain work email signals for Greg Drozdow. Compare company email patterns before reaching out.
About Greg Drozdow
A bit about me: I am a licensed financial advisor, business consultant, fintech co-founder, leader, and entrepreneur with a mission to teach, inspire, and guide people in areas of wealth management, business, sales, marketing, wisdom, and leadership.I currently serve as the CEO of Drozdow Financial™, a financial education and services group, a DBA in part of our Registered Investment Advisory firm, Certior Financial. I previously served as the Co-Founder and Director of Business Development for Convos, Snappy Kraken’s text messaging program for financial advisors. And then spent 9 months in Mergers and Acquisitions helping Financial Advisors value and grow their businesses with FP Transitions.With over a decade of experience in financial services and financial technology, I’ve been fortunate to help hundreds of clients grow and flourish financially including individuals, families, executives, businesses and financial advisors. I’ve worked with industry-recognized institutions such as VOYA Financial and Penn Mutual during my early career years in Boston, and served as a producing advisor while supporting the growth of other advisors at Prudential Financial in New York City from 2018-2020. I've also helped independent businesses in the financial services industry both as a financial advisor and a business/marketing consultant. Through my experience, I have learned a ton about business, wealth management, sales, marketing, operations, and leadership, and enjoy learning new things in the pursuit of my fullest potential. I also enjoy helping others live inspiring, fulfilled, and meaningful lives, and share, teach, guide and inspire people via my social media channels with strategies and wisdom to become the best versions of themselves.Currently, I am focused on:Helping quality, committed and driven sales and tech professionals, families, & business owners build, protect and define ‘True Wealth’ to become financially independent. My practice and our independent wealth management firm (RIA) specializes in strong financial planning and investment management, tax reduction, risk and insurance services. We provide a 1st class transformational experience for our clients to help them achieve their life goals.Have a financial bottleneck or question? Looking to make better financial decisions, have peace of mind and confidence in your financial life? Need a financial plan, help protecting your family in case of death, disability, or sickness, or looking to invest wiser, to reach your goals and retire successfully?I can help. Let's connect!-Greg
Listed skills include Estate Planning, Financial Advisory, College Education Planning, Product Marketing, and 30 others.
Greg Drozdow's current company
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Greg Drozdow work experience
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Founder, Financial Planner
CurrentA financial education and services group leading you to a better financial future by providing the knowledge, tools, and strategies you need to build, protect, distribute wealth properly on your terms, define and optimize your own ‘True Wealth’, and empower your life!Drozdow Financial™ is a financial education and services group within our larger RIA firm, Certior Financial. Follow our LinkedIn Page here 👉 https://www.linkedin.com/company/drozdowfinancial/RIA: https://certiorfinancial.com/
Business Consultant, Equity Management Solutions For Financial Advisors
FP Transitions helps financial advisors identify, build, and realize the value of their businesses by transforming their practices to achieve their life cycle and growth goals through specialized consulting on valuation, growth, enterprise development and mergers & acquisitions.
Co-Founder And Director Of Business Development - Convos Text Messaging
Co-Founder and Director of Convos by Snappy Kraken:Simple, powerful, and compliant SMS text message marketing for financial advisors who demand meaningful, stronger connections.
Program Consultant
In this role I taught Financial Advisors how to automate and scale their marketing by generating more meaningful conversations in their business through Snappy Kraken's automated marketing platform. Snappy Kraken provides Un-Canned Marketing For Financial Advisers who demand to stand out in order to WOW Clients and Win Prospects. Snappy Kraken, is a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. Users can choose from a number of ready-made campaigns, each containing combinations of professionally designed and written email drip series, social media posts, ads and more. Clicks, opens, and shares are managed and tracked from within a single dashboard. With state of the art technology, and award winning automated marketing campaigns, Snappy Kraken has been ranked by Investment News as "THE MOST INNOVATIVE MARKETING PLATFORM FOR ADVISERS” and has been awarded #1 in Customer Satisfaction, #1 Fastest Growing, and #1 in Advisor Interest in 2020 by Morningstar and T3 Tools for Technology. Snappy Kraken success stories: https://snappykraken.com/love
Financial Advisor
My role as an adviser is to connect preferred clients with an array of advanced planning opportunities and investment strategies to families, businesses and their advisors.My clients are typically entrepreneurs, financial and business executives, physicians and high net worth individuals. I help clients maximize and leverage their wealth, protect their family, and create tax advantages by designing, implementing and servicing customized investment and life insurance strategies. Our goal is to help our clients minimize risk and provide opportunities to achieve the results they need at the highest value. What I offer:1) Financial Goal Planning Strategies and Wealth Management Strategy: -Cash Flow / Budget Management-Customized Investment and Savings Strategy Design and Implementation2) Investment Planning Strategy and Asset Management: -Customized and Diversified Investment Portfolio Design-Tax Advantaged Investment Strategies3) Tax Advantaged Strategies for Businesses and Business Owners designed to retain key employees and help protect assets from taxes. -Key Employee and Business Succession Planning Strategies-Retirement Plans to supplement 401(k) plans for upper level executives and management participating in corporate or small business retirement plans4) Retirement Income Planning Strategies: -Customized Retirement Income Strategies designed to help you not outlive your money.5) Risk Management and Family Protection Planning Strategies :-Life Insurance & Disability Income Insurance Architecture to help replace income and protect loved ones with the money they need to sustain their lifestyle in case of death or disability6) Family Legacy:-Effective and Efficient Wealth Transfer to reduce Estate Tax: Dynastic Planning and Charitable
Financial Advisor
Financial Advisor, District Manager
Investment Representative
Greg Drozdow education
Bachelor Of Arts (B.A.), Health: Science, Society And Policy; Business
Education record
Frequently asked questions about Greg Drozdow
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What company does Greg Drozdow work for?
Greg Drozdow works for Drozdow Financial.
What is Greg Drozdow's role at Drozdow Financial?
Greg Drozdow is listed as Founder, Financial Professional at Drozdow Financial.
What is Greg Drozdow's email address?
AeroLeads has found 2 work email signals at @snappykraken.com for Greg Drozdow at Drozdow Financial.
What is Greg Drozdow's phone number?
AeroLeads has found 2 phone signal(s) with area code 305 for Greg Drozdow at Drozdow Financial.
Where is Greg Drozdow based?
Greg Drozdow is based in Miami, Florida, United States while working with Drozdow Financial.
What companies has Greg Drozdow worked for?
Greg Drozdow has worked for Drozdow Financial, Fp Transitions, Snappy Kraken, Prudential Financial, and Empire Wealth Strategies.
How can I contact Greg Drozdow?
You can use AeroLeads to view verified contact signals for Greg Drozdow at Drozdow Financial, including work email, phone, and LinkedIn data when available.
What schools did Greg Drozdow attend?
Greg Drozdow holds Bachelor Of Arts (B.A.), Health: Science, Society And Policy; Business from Brandeis University.
What skills is Greg Drozdow known for?
Greg Drozdow is listed with skills including Estate Planning, Financial Advisory, College Education Planning, Product Marketing, Planning, Business Relationship Management, Tax Planning, and Operational Planning.
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