Greg Casper Email & Phone Number
Financial Advisor|Owner @ The Financial Group, Inc.
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Greg Casper Location
- Sheboygan Falls, WI, US
Greg Casper Work
- 2017 -now Financial Advisor|Owner @
- 2014 -2017 Financial Advisor|Partner @
- 2014 -2014 Financial Advisor @
- 2013 -2014 Insurance Professional @
- 2010 -2013 Financial Paraplanner|Client Service Representative @ Filbrandt & Company
- 2008 -2010 Assistant Branch Manager @
- 2007 -2008 Personal Banker @
Greg Casper Education
- The American College
Chartered Life Underwriter (CLU®) (Chartered Life Underwriter (CLU®) )
2017-2019 - Kaplan University
CFP®, CERTIFIED FINANCIAL PLANNER™ Coursework (CFP®, CERTIFIED FINANCIAL PLANNER™ Coursework)
2015-2016 - University of Wisconsin-Madison
Agricultural Business Journalism
Greg Casper Skills
- Securities
- Financial Analysis
- Estate Planning
- Asset Allocation
- 401k
- Marketing
- Wealth Management
- Financial Modeling
- Training
- Employee Benefits
- Mutual Funds
- Whole Life
- Risk Management
- Budgets
- Coaching
- Team Building
- Variable Annuities
- IRAs
- College Savings Plans
- Investment Strategies
- Wealth Management Services
- Investment Advisory
- Permanent Life Insurance
- Life & Health Insurance Licenses
- Roth IRA
- Comprehensive Financial Planning
- Succession Planning
- Needs Analysis
- Wealth Accumulation
- Financial Goals
- Financial Planning
- Insurance
- Strategic Financial Planning
- Disability Insurance
- Financial Services
- Banking
- Fixed Annuities
- Finance
- Retirement
- Retirement Planning
- Long Term Care Insurance
- Investments
- Life Insurance
- Term Life Insurance
- Analysis
- 401k Rollovers
- SEP IRA
- Holistic Financial Planning
- Investment Portfolio Design
- Certified Financial Planner
- Holistic Financial
- Investment Portfolio
- Comprehensive Financial
- Strategic Financial
- Life And Health Insurance Licenses
- Life And Health Insurance
Greg Casper Summary
- Greg Casper, based in Sheboygan Falls, WI, US, is currently a Financial Advisor|Owner at The Financial Group, Inc.. Greg Casper brings experience from previous roles at The Financial Group, Inc., MassMutual Financial Group and Filbrandt & Company. Greg Casper holds a 2017 - 2019 Chartered Life Underwriter (CLU®) in Chartered Life Underwriter (CLU®) @ The American College. With a robust skill set that includes Securities, Financial Analysis, Estate Planning, Asset Allocation, 401k and more. Greg Casper has 2 emails and 1 mobile phone numbers on RocketReach.
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Greg Casper
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Sheboygan Falls, WI, US
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