Greg Farrall, Ppc®Cws®Cpfa®Aif® Email and Phone Number
Greg Farrall, Ppc®Cws®Cpfa®Aif® work email
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Greg Farrall, Ppc®Cws®Cpfa®Aif® personal email
Greg Farrall, Ppc®Cws®Cpfa®Aif® phone numbers
Greg Farrall is a financial professional who has dedicated his career to the field of finance. His achievements reflect his entrepreneurial spirit and drive for excellence. Greg spent more than a decade trading equity options on the Chicago Board of Options Exchange. He founded Rubicon Investments, growing the startup into a multi-million dollar operation in the field of equity and index options. He also managed over $500 million in assets at Lakeside Financial Group. Greg’s personal success inspired him to launch a wealth management firm for the most discerning of clients.Greg is also a pillar of his community, putting service before self. As the 2013/14 Co-chair for the United Way campaign, he helped to raise $1.8 million dollars for 38 non-profit organizations across Porter County, Indiana. He also served as President of the Valparaiso Rotary Club, and he regularly shares his time and talent for the greater good.While he calls Valparaiso, Indiana, his home, Greg enjoys traveling the country to personally consult with Farrall Wealth’s growing client base.To learn more about Greg and Farrall Wealth, visit https://www.farrallwealth.com/-- Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to See Contact Info section above.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 LPL Financial registered representatives associated with this website 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.
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Goldman Sachs 10000 Small Businesses Cohort ProgramGoldman SachsValparaiso, In, Us -
Ceo/OwnerFarrall Wealth Jul 2010 - PresentValparaiso, Indiana, UsFarrall Wealth is an independently owned, boutique wealth management firm supported by LPL Financial. Farrall Wealth's agenda is to provide our clients with the financial direction they need to help pursue their investment objectives.Farrall Wealth takes a tailored approach to wealth management, providing clients with a system that strongly emphasizes holistic investment discussion. The four-phase plan, known as the Farrall Wealth Management System, walks clients along a path intended to grow, protect, preserve, and distribute their wealth.To learn more about Farrall Wealth, visit https://www.farrallwealth.com/--Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/ SIPC.The LPL Financial registered representatives associated with this website 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. -
Financial Contributor Aberdeen Living MagazineAberdeen Living Magazine Nov 2018 - Jan 2022Writing monthly financial articles for a local magazine. Topics include anything to do with financial literacy, saving money, college education tips and more. Also including some personal stories that might help you and your family live life just a little better. Will make sure to post for LinkedIn as well.
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Radio Talk Show Host 103.1 Wvlp Fm/Itunes PodcasterMoney Matters With Greg Radio Host/Itunes Podcaster Jul 2014 - Jan 2022Every Monday at 11:00 a.m. EST and Friday at 1:00 p.m. EST, Greg Farrall hosts a financial 60-minute broadcast on WVLP Valpo Radio at 103.1 FM. It is a financial literacy show that talks dollars and sense. Check out previous episodes on iTunes
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Senior Vice PresidentLakeside Wealth Management Group, Llc 2006 - Jun 2010Our Services:•Risk Management: We assist you in executing strategies that seek to protect and preserve your wealth through asset allocation and diversification, insurance products, structured products, etc.•Estate and Tax Planning: Protecting wealth for future generations is important. We work with our clients on approaches for transfer of wealth. In addition we have professionals on staff that will advise on IRA and retirement plan distributions, Buy/Sell and Key Man Strategies and tax management. •Investment Management: We work with you to create an investment policy and have a number of established relationships with financial service providers to potentially meet your needs including, alternative investments and structured products. Asset monitoring, rebalancing and evaluation are a cornerstone of our practice.
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Senior Vice PresidentLakeside Financial Group Jan 2005 - Jun 2010● Helped manage over $500 million in assets on behalf of institutions, businesses and private clients.● Provide objective advice to individual and corporate clients of high net worth on investment strategies, college and retirement planning, repositioning of assets, estate planning, transfer of wealth and tax saving strategies.● Plan intensive corporate strategies for small and large businesses.● Hold NASD Series 7, 63, 65 Licenses, Life and Health Insurance Licenses
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Equity Options TraderFarrall Associates Oct 1993 - Jan 2005● Traded as a sole-proprietor equity options market maker for 12 years at the Chicago Board of Options Exchange. ● Made markets in numerous equities covering all industries of internet, mining, banking, auto, pharmaceuticals, home building and services industries● Traded during dot-com boom and bust and devaluation of the peso in early 90's ● Expert in volatility trading and option related strategies. Developed a highly respectable career in numerous different pits● Established Rubicon Investments in 1999 after having trained and funded numerous people throughout career to trade for themselves and split profits● Rubicon had as many as 27 employees trading over 10000 equity and index issues● Developed Rubicon into a multi-million dollar financial firm
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PartnerRubicon Investments 1996 - 2005Partner and Owner of a multimillion dollar organization that trained traders to trade equity and index options on stock. Started company from the ground up and turned it into one of the premier midsize companies at the Chicago Board of Options Exchange floor.
Greg Farrall, Ppc®Cws®Cpfa®Aif® Skills
Greg Farrall, Ppc®Cws®Cpfa®Aif® Education Details
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Indiana University BloomingtonFinance & Marketing -
University Of WollongongInternational Business -
Culver AcademiesHigh School Diploma
Frequently Asked Questions about Greg Farrall, Ppc®Cws®Cpfa®Aif®
What company does Greg Farrall, Ppc®Cws®Cpfa®Aif® work for?
Greg Farrall, Ppc®Cws®Cpfa®Aif® works for Goldman Sachs
What is Greg Farrall, Ppc®Cws®Cpfa®Aif®'s role at the current company?
Greg Farrall, Ppc®Cws®Cpfa®Aif®'s current role is Goldman Sachs 10000 Small Businesses Cohort Program.
What is Greg Farrall, Ppc®Cws®Cpfa®Aif®'s email address?
Greg Farrall, Ppc®Cws®Cpfa®Aif®'s email address is pp****@****lth.com
What is Greg Farrall, Ppc®Cws®Cpfa®Aif®'s direct phone number?
Greg Farrall, Ppc®Cws®Cpfa®Aif®'s direct phone number is +121924*****
What schools did Greg Farrall, Ppc®Cws®Cpfa®Aif® attend?
Greg Farrall, Ppc®Cws®Cpfa®Aif® attended Indiana University Bloomington, University Of Wollongong, Culver Academies.
What are some of Greg Farrall, Ppc®Cws®Cpfa®Aif®'s interests?
Greg Farrall, Ppc®Cws®Cpfa®Aif® has interest in Estate Planning, Professionally, Personally, Food And Wine, Being A Great Father And Husband, Stock Options, Teaching, Investments, Education, Family Planning.
What skills is Greg Farrall, Ppc®Cws®Cpfa®Aif® known for?
Greg Farrall, Ppc®Cws®Cpfa®Aif® has skills like Retirement Planning, Asset Allocation, Estate Planning, Alternative Investments, Investment Management, Portfolio Management, Equities, Wealth, Options, Risk Management, Derivatives, Wealth Management Services.
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