Gregory Schuler Email & Phone Number
Wealth Advisor @ OakWood Financial Services
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Gregory Schuler Location
- Rochester, NY, US
Gregory Schuler Work
- 2021 -now Wealth Advisor @
- 2015 -2021 Wealth Managment Advisor, CFP @
- 2012 -2015 Vice president , CFP® Investment Services @
- 2010 -2012 Financial Advisor @
- 2001 -2010 Financial Advisor @ AXA Financial
Gregory Schuler Education
- College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ Practitioner, CFP®
2015-2015 - State University of New York at Fredonia
Bachelor's degree (Business Administration and Finance)
2001-2001
Gregory Schuler Summary
- Gregory Schuler, based in Rochester, NY, US, is currently a Wealth Advisor at OakWood Financial Services. Gregory Schuler brings experience from previous roles at TIAA, First Niagara Bank, HSBC Retail Banking and Wealth Management and AXA Financial. Gregory Schuler holds a 2015 - 2015 CERTIFIED FINANCIAL PLANNER™ Practitioner, CFP® @ College for Financial Planning. Gregory Schuler has 2 emails on RocketReach.
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