Wayne D. Green, Cfp®

Wayne D. Green, Cfp® Email and Phone Number

Boynton Beach, FL, US
Wayne D. Green, Cfp®'s Location
Boynton Beach, Florida, United States, United States
Wayne D. Green, Cfp®'s Contact Details

Wayne D. Green, Cfp® work email

Wayne D. Green, Cfp® personal email

n/a
About Wayne D. Green, Cfp®

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.

Wayne D. Green, Cfp®'s Current Company Details
WDG Associates, Inc.

Wdg Associates, Inc.

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Owner
Boynton Beach, FL, US
Wayne D. Green, Cfp® Work Experience Details
  • Wdg Associates, Inc.
    Owner
    Wdg Associates, Inc.
    Boynton Beach, Fl, Us
  • Cetera Advisor Networks Llc
    Investment Advisor Representative
    Cetera Advisor Networks Llc 2013 - Present
    West Palm Beach, Florida Area
  • Wdg Associates, Inc.
    Owner
    Wdg Associates, Inc. Mar 1992 - Present
    Greater New York City Area, And Boynton Beach, Florida Area
  • Cps Ea Ins. Services
    Regional Manager
    Cps Ea Ins. Services 2010 - Present
    Boynton Beach, Florida Area
  • Tower Square Securities
    Broker - Financial Consultant
    Tower Square Securities 1992 - 2000
    Greater New York City Area
  • Connecticut General Life Insurance
    Financial Consultant
    Connecticut General Life Insurance Jun 1978 - Mar 1992
    Greater New York City Area
    Started with CG and it merged with INA and became CIGNA where I worked until 1992.

Wayne D. Green, Cfp® Skills

Life Insurance Disability Insurance Insurance Fixed Annuities Investments Small Business Financial Planning Employee Benefits Long Term Care Financial Planners Financial Advisory Retirement Planning Retirement Estate Planning Strategic Financial Planning Long Term Care Insurance Brokers Underwriting Finance Securities Term Life Insurance Universal Life Whole Life Wealth Mutual Funds Wealth Management Financial Services Business Planning 401k Iras Critical Illness Health Insurance Investment Advisory Series 63 Executive Management Pensions Asset Allocation Finra

Wayne D. Green, Cfp® Education Details

  • Long Island University, C.W. Post Campus
    Long Island University, C.W. Post Campus
    Bs Math
  • Oceanside High School
    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.

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