Wayne D. Green, Cfp® work email
- Valid
Wayne D. Green, Cfp® personal email
I am a professional with over 30 years of experience, whose goal is to assist families, businesses, and organizations to build a solid plan tailored to meet their specific needs and objectives. My mission: Deliver objective, strategic and prudent advice designed to preserve, grow and transfer assets – a “total solution” to help meet client goals. I attended LIU, C W Post Campus, and graduated in 1968 with a BS in Math. I earned my Certified Financial Planning (CFP®) in 1990. From 1978 - 1993 I was an agent with CIGNA whose motto was "Serve First". In 1993 I started WDG Associates, Inc. and continued to provide the same serve first quality of service. I am a member of the NALU and FPA and serve on the Board of my local chapter. I lived in the NY area most of my life. In 2008 I relocated to FL. I have been active in Cancer Research & Treatment for the last 10 years helping to raise money. My wife Jackie and I currently reside in Boynton Beach.____________________________________________________________________________Wayne D. Green is a registered representative and an investment advisor representative of, and offers securities and investment advisory services through, Cetera Advisor Networks LLC, member FINRA/SIPC and a Registered Investment Adviser. Branch address: 29C Westgate Lane, Boynton Beach, FL 33436. WDG Associates, Inc., CPS EA Ins. Services and Cetera are not affiliated entities. ____________________________________________________________________________Specialties: Wayne does estate and financial planning for top level executives and business owners. In addition, he designs employee benefit packages which included group medical, dental, life, vision, qualified plans, deferred compensation, and long term care programs. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Wayne is a professional who is now offering his knowledge to brokers to assist their clients in handling their business, and personal planning tailored to meet their specific goals.
-
OwnerWdg Associates, Inc.Boynton Beach, Fl, Us
-
Investment Advisor RepresentativeCetera Advisor Networks Llc 2013 - PresentWest Palm Beach, Florida Area -
OwnerWdg Associates, Inc. Mar 1992 - PresentGreater New York City Area, And Boynton Beach, Florida Area
-
Regional ManagerCps Ea Ins. Services 2010 - PresentBoynton Beach, Florida Area
-
Broker - Financial ConsultantTower Square Securities 1992 - 2000Greater New York City Area
-
Financial ConsultantConnecticut General Life Insurance Jun 1978 - Mar 1992Greater New York City AreaStarted with CG and it merged with INA and became CIGNA where I worked until 1992.
Wayne D. Green, Cfp® Skills
Wayne D. Green, Cfp® Education Details
-
Long Island University, C.W. Post CampusBs Math -
Oceanside High School
Frequently Asked Questions about Wayne D. Green, Cfp®
What company does Wayne D. Green, Cfp® work for?
Wayne D. Green, Cfp® works for Wdg Associates, Inc.
What is Wayne D. Green, Cfp®'s role at the current company?
Wayne D. Green, Cfp®'s current role is Owner.
What is Wayne D. Green, Cfp®'s email address?
Wayne D. Green, Cfp®'s email address is gr****@****rks.com
What schools did Wayne D. Green, Cfp® attend?
Wayne D. Green, Cfp® attended Long Island University, C.w. Post Campus, Oceanside High School.
What are some of Wayne D. Green, Cfp®'s interests?
Wayne D. Green, Cfp® has interest in Zdrowie.
What skills is Wayne D. Green, Cfp® known for?
Wayne D. Green, Cfp® has skills like Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Investments, Small Business, Financial Planning, Employee Benefits, Long Term Care, Financial Planners, Financial Advisory, Retirement Planning.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial