Gregory Lopez Cfp®

Gregory Lopez CFP®, CLU®, AEP®, CEPA serves as the President of Marcum Insurance Services and a Certified Financial Planner at Marcum Wealth since October 2021. Prior experience includes roles as an Insurance Advisor and Certified Financial Planner TM at Forest City Insurance Advisors and Forest City Advisors from June 2020 to October 2021, where Gregory focused on educating clients about life insurance for achieving financial goals. With expertise spanning wealth management and financial planning, Gregory has held positions at Oswald Financial, Girard Securities, Warther Companies, Merrill Lynch, and Smith Barney, emphasizing financial and risk management for entrepreneurial families. Gregory's educational credentials include a BS in Finance from John Carroll University and numerous financial certifications from The American College of Financial Services and the Exit Planning Institute.