Greg Bogdan Email & Phone Number
Senior Advisor @ Integrated Financial Partners
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Greg Bogdan Location
- Chicago, IL, US
Greg Bogdan Work
- Senior Advisor @ (July 2026 - Present)
- Senior Advisor @ (January 2022 - June 2026)
- Advisor @ (January 2015 - January 2022)
- Financial Advisor @ (July 2008 - May 2014)
- Paraplanner @ Sohn & Associates (September 2006 - July 2008)
- Intern @ Sohn & Associates (June 2005 - September 2006)
Greg Bogdan Education
- UGA Terry College of Business
Certified Financial Planner Program (Certified Financial Planner Program)
2008-2009 - Bentley University
Bachelor of Science (BS) (Finance)
2002-2006
Greg Bogdan Skills
- Wealth Accumulation
- Investment Strategies
- Tax Efficiency
- High Net Worth Individuals
- Retirement Planning
- Estate Planning
- Retirement Income Strategies
- College Education Planning
- Estate Tax Planning
- Revocable Trusts
- Employee Stock Options
- Irrevocable Life Insurance Trusts
- Taxation of Trusts
- Wealth Preservation Planning
- Multi-generational wealth transfer
- Alternative Investments
- Employee Benefits
- Disability Insurance
- Asset Management
- Insurance
- Multi Generational Wealth Transfer
- Bonds
Greg Bogdan Summary
- Greg Bogdan, based in Chicago, IL, US, is currently a Senior Advisor at Integrated Financial Partners. Greg Bogdan brings experience from previous roles at Private Vista LLC, Ameriprise Financial and Sohn & Associates. Greg Bogdan holds a 2008 - 2009 Certified Financial Planner Program in Certified Financial Planner Program @ UGA Terry College of Business. With a robust skill set that includes Wealth Accumulation, Investment Strategies, Tax Efficiency, High Net Worth Individuals, Retirement Planning and more. Greg Bogdan has 1 emails and 1 mobile phone numbers on RocketReach.
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