Greg Sloan, Cfp®, Cepa®

Greg Sloan, Cfp®, Cepa® Email and Phone Number

Fractional CFO | CEO Coach | Purpose Leader | I help business leaders change the world for the better. Together @ Telos C-Suite
Greg Sloan, Cfp®, Cepa®'s Location
Atlanta Metropolitan Area, United States, United States
Greg Sloan, Cfp®, Cepa®'s Contact Details

Greg Sloan, Cfp®, Cepa® work email

Greg Sloan, Cfp®, Cepa® personal email

n/a
About Greg Sloan, Cfp®, Cepa®

“Purpose is the intention to contribute to the well-being of others.” – Dr. Angela Duckworth. Often, people think money is the key to success. Although money can indicate success, it does not guarantee happiness or fulfillment, and what is financial success without fulfillment? At 37 years old, I found myself at a crossroads; I was successful financially but deeply unsatisfied internally. Growing up poor with very little as a child, I seemed to have it all as an adult - my business card said I was a vice president at a Fortune 500 company. Yet, I was unfulfilled at Goldman Sachs after 12 years in the industry. I didn’t leave my work each day feeling a sense of fulfillment; something was missing. My career didn’t have a higher purpose beyond getting wealthy. Knowing that I needed a change, I started on my personal purpose journey. I spent several months reading a stack of books and taking numerous personality tests. After pulling together a handful of questions and exercises, my personal purpose started to come together. The end result was a weekend retreat to create a personal profile that includes my purpose to make an impact and my mission to make a living. My purpose: help creative leaders figure out how to leave a mark. My mission: help entrepreneurs make better decisions for meaningful financial outcomes. I finally had my true north that aligned my desire to live a wealthy and fulfilled life. When my manager couldn’t help me integrate my personal purpose and mission into my role at Goldman, I resigned to launch my own wealth management firm. Running my own firm allowed me to integrate purpose, mission, and entrepreneurship. This also allowed me to incubate a process to help others do the same.Everyone deserves to prosper on purpose and with purpose, but a culture of intent cannot be achieved without purpose-centered leadership. If you are a CEO that is struggling to align your personal purpose with your company's mission, I can help.

Greg Sloan, Cfp®, Cepa®'s Current Company Details
Telos C-Suite

Telos C-Suite

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Fractional CFO | CEO Coach | Purpose Leader | I help business leaders change the world for the better. Together
Greg Sloan, Cfp®, Cepa® Work Experience Details
  • Telos C-Suite
    Managing Partner
    Telos C-Suite Jan 2021 - Present
    Atlanta, Georgia, Us
    Helping you get there. Telos C-Suite is a group of seasoned consultants and coaches serving entrepreneurs seeking to launch, scale, or exit their business. https://www.telos-csuite.com/
  • Readyforsocial By Thought Horizon
    Fractional Cfo
    Readyforsocial By Thought Horizon Oct 2023 - Present
    Atlanta, Ga, Us
  • Nook Experiences
    Fractional Cfo
    Nook Experiences Apr 2023 - Present
    Charleston, South Carolina, Us
  • Seek One Productions
    Fractional Cfo
    Seek One Productions May 2023 - Present
    Atlanta, Georgia, Us
  • Kicky
    Fractional Cfo
    Kicky Mar 2023 - Present
    Atlanta, Georgia, Us
  • Go Beyond®
    Co-Founder
    Go Beyond® Dec 2020 - Present
    Atlanta , Ga, Us
    We help companies attract, engage, and retain their ideal workforce by activating purpose in the workplace. Go Beyond is a worker experience SaaS platform that combines behavioral science and technology to improve well-being in the workplace. www.gobeyond.work
  • Wealthfully ™
    Co-Founder
    Wealthfully ™ Jan 2022 - Present
    Atlanta, Ga, Us
    Behavioral coaching tools to help advisors improve EQ and align their advice with each client’s Purpose of Wealth™.www.livewealthfully.com
  • Kairos Garage
    Advisor
    Kairos Garage Aug 2022 - Present
    Product studio helping newly-minted service businesses with ideation, product strategy, and product launch.https://www.kairosgarage.com/
  • The Mather Group
    Managing Director
    The Mather Group Jan 2020 - Dec 2020
    Chicago, Illinois, Us
    I was blessed to exit from the firm that I founded, Daniel Advisors, to visionary Stewart Mather and an amazing team at The Mather Group. TMG is one of the fastest growing RIA firms in the country. https://www.businesswire.com/news/home/20190611005728/en/The-Mather-Group-Ranked-Fastest-Growing-RIA-in-the-CountryI served as a Managing Director during a twelve month transition of our clients, employees, and operations.
  • Daniel Advisors
    Founder & Ceo (Acquired Jan. 2020)
    Daniel Advisors Mar 2007 - Dec 2019
    Norcross, Ga, Us
    We serve a select number of corporate executives and entrepreneurs as their Personal CFO by aligning our advice with their financial goals, dreams, and purpose. Daniel Advisors was acquired by The Mather Group in January 2020.https://citywire.com/ria/news/mather-group-buys-atlanta-based-ria-in-its-third-deal-of-2019/a1306328
  • Goldman Sachs Ayco Personal Financial Management
    Vice President
    Goldman Sachs Ayco Personal Financial Management Feb 1999 - Feb 2007
    Cohoes, New York, Us
    I served 75+ senior level executives, mostly of publicly traded companies, as their Personal CFO.
  • Prudential Financial
    Financial Advisor
    Prudential Financial Aug 1995 - Feb 1999
    Newark, New Jersey, Us
    I served 200+ mass affluent families, providing insurance and investment products to improve their financial security.

Greg Sloan, Cfp®, Cepa® Skills

Leadership Estate Planning Financial Advisory Team Building Information Technology Consulting Financial Planners Personal Development Human Resources Business Advisortech Early Stage Startups Employee Learning And Development Retirement Planning Financial Planning Entrepreneurship Development Start Ups Software As A Service Start Up Consulting Mentoring Exit Strategies Strategic Planning Fundraising Investment Advisory Psychological Assessment Strategy Wealth Management Talent Management Emotional Intelligence Strategic Financial Planning High Net Worth Individuals Relationship Conflicts Entrepreneurship Fintech Strategic Leadership Leadership Development Certified Financial Planner Enterprise Software Wealth Business Strategy Functional Behavior Assessments Coaching Founder Wealthtech Behavioral Finance Executive Coaching

Greg Sloan, Cfp®, Cepa® Education Details

  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance
  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Finance

Frequently Asked Questions about Greg Sloan, Cfp®, Cepa®

What company does Greg Sloan, Cfp®, Cepa® work for?

Greg Sloan, Cfp®, Cepa® works for Telos C-Suite

What is Greg Sloan, Cfp®, Cepa®'s role at the current company?

Greg Sloan, Cfp®, Cepa®'s current role is Fractional CFO | CEO Coach | Purpose Leader | I help business leaders change the world for the better. Together.

What is Greg Sloan, Cfp®, Cepa®'s email address?

Greg Sloan, Cfp®, Cepa®'s email address is gr****@****ond.com

What schools did Greg Sloan, Cfp®, Cepa® attend?

Greg Sloan, Cfp®, Cepa® attended Georgia State University - J. Mack Robinson College Of Business, Georgia State University - J. Mack Robinson College Of Business.

What skills is Greg Sloan, Cfp®, Cepa® known for?

Greg Sloan, Cfp®, Cepa® has skills like Leadership, Estate Planning, Financial Advisory, Team Building, Information Technology, Consulting, Financial Planners, Personal Development, Human Resources, Business, Advisortech, Early Stage Startups.

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