“All of us have a reason for doing what we do. In college, I realized that I wanted to help people manage their money. Financial planning was still a new profession early in my career. Over many years I have served generations of families and done what I was called to do so long ago. Then, as now, my answer to the question of why I do what I do remains the same, ‘to help people with their finances’.”
- Greg Ringdahl
Greg Ringdahl, CFP® received his Bachelor of Business Administration degree in Finance from Florida Atlantic University in 1982 and became a CERTIFIED FINANCIAL PLANNER™ professional in 1994. Mr. Ringdahl has practiced financial planning for more than 35 years.
Greg is a Registered Representative offering securities through Osaic Wealth, Inc. which is a registered broker / dealer and a member of FINRA and SIPC. Investment advisory services are offered through Agnello Financial Group, a Registered Investment Advisor. Mr. Ringdahl is licensed to sell Annuities and Life, Health and Disability Insurance in the State of Florida. Insurance services by Greg Ringdahl are independent of listed entities.