Wayne D. Green, Cfp® Email & Phone Number

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.

Listed skills include Life Insurance, Disability Insurance, Insurance, Fixed Annuities, and 34 others.