Greg Sloan, CFP®, CEPA

Greg Sloan, CFP®, CEPA has over 25 years of experience in the financial services industry. Greg began their career in 1995 as a Financial Advisor at Prudential Financial. In 1999, they joined Goldman Sachs Ayco Personal Financial Management as a Vice President, where they served 75+ senior level executives as their Personal CFO. In 2007, they founded and became CEO of Daniel Advisors, a firm that served corporate executives and entrepreneurs as their Personal CFO. In January 2020, Daniel Advisors was acquired by The Mather Group, where Greg served as Managing Director.

In 2021, Greg joined PashCo Gaming as an Advisory Board Member, and in 2022 they became Co-Founder of both Wealthfully® and Kairos Garage. At Wealthfully®, they developed behavioral coaching tools to help advisors improve EQ and align their advice with each client’s Purpose of Wealth®. At Kairos Garage, Greg helped newly-minted entrepreneurs with ideation, product strategy, and product launch. In 2020, Greg also became Co-Founder & CEO of Go Beyond®, a talent development company that combines behavioral science and technology to improve well-being in the workplace.

Greg Sloan, CFP®, CEPA has a comprehensive education history. Greg earned a Bachelor of Business Administration - BBA in Finance from Georgia State University - J. Mack Robinson College of Business between 1990 and 1995. Greg then went on to earn a Masters of Business Administration in Finance from Georgia State University - J. Mack Robinson College of Business between 2000 and 2002. In addition, they have obtained several certifications, including Certified Financial Planner \u2122 from the CFP Board in January 2001, Series 65 (retired) from FINRA in September 1997, Certified Exit Planning Advisor from the Exit Planning Institute in May 2020, and Certified Purpose Mentor \u2122 from JourneyLIFE \u00ae in December 2020.