Financial Planning Associate
Current
Apr 2024 - Present
AeroLeads people directory · profile
Greg Johnson, Cfa, Cfp® Email & Phone Number
Financial Planning Associate at MOR Wealth Management
at
MOR Wealth Management
1 work email found
@riversedgeadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planning Associate at MOR Wealth Management
Location
Greater Philadelphia, United States, United States
Who is Greg Johnson, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Greg Johnson, Cfa, Cfp® is listed as Financial Planning Associate at MOR Wealth Management at MOR Wealth Management, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at riversedgeadvisors.com and a matched LinkedIn profile for Greg Johnson, Cfa, Cfp®.
Greg Johnson, Cfa, Cfp® previously worked as Financial Planning Associate at Mor Wealth Management and Associate Financial Planner at Riversedge Advisors, Llc. Greg Johnson, Cfa, Cfp® holds Bachelor Of Science, Enterprise Risk Management from Penn State University.
Company email context
Email format at MOR Wealth Management
This section adds company-level context without repeating Greg Johnson, Cfa, Cfp®'s masked contact details.
*@riversedgeadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Greg Johnson, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Greg Johnson, Cfa, Cfp®
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. MOR Wealth Management, LLC 100 E Penn Square Suite 400 Philadelphia, PA 19107, 267-930-8300. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Listed skills include Data Analysis, Leadership, Social Media, Teamwork, and 15 others.
Current workplace
Greg Johnson, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Greg Johnson, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Financial Planner
Mar 2022 - Apr 2024
Client Service Associate
Feb 2021 - Mar 2022
Client Service Associate
Nov 2017 - Jan 2021
Financial Services Professional
Jun 2016 - Apr 2017
Outside Sales Representative
Jul 2015 - Jun 2016
Leadership Development Program
Partner Analytics, Remediation and Corrections, and Card Customer Satisfaction
Aug 2013 - Jul 2015
1 education record
Greg Johnson, Cfa, Cfp® education
-
Penn State University
FAQ
Frequently asked questions about Greg Johnson, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Greg Johnson, Cfa, Cfp® work for?
Greg Johnson, Cfa, Cfp® works for MOR Wealth Management.
What is Greg Johnson, Cfa, Cfp®'s role at MOR Wealth Management?
Greg Johnson, Cfa, Cfp® is listed as Financial Planning Associate at MOR Wealth Management at MOR Wealth Management.
What is Greg Johnson, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @riversedgeadvisors.com for Greg Johnson, Cfa, Cfp® at MOR Wealth Management.
Where is Greg Johnson, Cfa, Cfp® based?
Greg Johnson, Cfa, Cfp® is based in Greater Philadelphia, United States, United States while working with MOR Wealth Management.
What companies has Greg Johnson, Cfa, Cfp® worked for?
Greg Johnson, Cfa, Cfp® has worked for Mor Wealth Management, Riversedge Advisors, Llc, Tiedemann Advisors, Jpmorgan Chase & Co., and Massmutual Greater Philadelphia.
How can I contact Greg Johnson, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Greg Johnson, Cfa, Cfp® at MOR Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Greg Johnson, Cfa, Cfp® attend?
Greg Johnson, Cfa, Cfp® holds Bachelor Of Science, Enterprise Risk Management from Penn State University.
What skills is Greg Johnson, Cfa, Cfp® known for?
Greg Johnson, Cfa, Cfp® is listed with skills including Data Analysis, Leadership, Social Media, Teamwork, Risk Management, Customer Service, Time Management, and Outside Sales.
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