Gregory J. Spinazze
Partner
Gregory J. Spinazze, CLU, ChFC
Partner
Gregory J. Spinazze, CLU, ChFC
has 42 years of experience providing clients with strategies in financial, retirement, and estate planning. He is the president of Wealth Strategy Partners and a founding member of @Aspen, LLC. The @Aspen team provides professional and comprehensive financial strategies with a commitment to multi-generational client services. Greg’s insurance / investment background encompasses individual, as well as business strategies. He has operated independently with a clear focus on providing clients with the best solutions in a comfortable and easy to comprehend way. The focus of his practice includes financial, retirement, business and estate planning. In 2008 he rejoined Equitable Advisors, our broker dealer, where he continuously receives recognition and high honors.
Credentials
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Chartered Life Underwriter (CLU)
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Chartered Financial Consultant (ChFC)
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Life Member of the Million Dollar Round Table & Top of the Table
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Wayne State University – Bachelor of Arts Degree - Business
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Broker / Securities License Series 7
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Equitable Advisors – Broker Dealer, fully licensed in 20+ states
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Hall of Fame
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Circle of Excellence
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Bronze Eagle
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Order of Excalibur
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National Leaders – Centurion Awards
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COMMUNITY INVOLVEMENT
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Vista Maria – Executive Board Member
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Charyl Stockwell Academy District School Board – Vice President
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Meadowbrook Country Club
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Bird Key Yacht Club – Sarasota, FL
Gregory's Assistants
California Insurance License #: 0D89669
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
