Gregg A. Fogel

Financial Advisor

Gregg has been a financial advisor since 1997. Prior to that he served in the US Army as a member of the Special Forces Unit and was stationed in Uijeonbu, South Korea. Gregg achieved his Chartered Mutual Fund Counselor (CMFC) designation from the College for Financial Planning. His passion for financial planning has helped... show more

LPL Financial

Gregg A. Fogel's Knowledge

SPECIALTIES

Annuities

Asset Management

College Planning

Comprehensive Financial Planning

Estate Planning

Life Insurance

Long-Term Care

Retirement Planning

Tax Planning

EDUCATION

Chartered Mutual Fund Counselor from the College for Financial Planning

Certified Plan Fiduciary Advisor

ACCOMPLISHMENTS

1 Organization Member of the Greater Cincinnati Trail Runners Association

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[email protected]

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513-914-0161

1513 Race Street

Cincinnati, OH 45202

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