Gregory J. Wright,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory J. Wright, CFP®

CLU®

2601 76th Ave SE, Unit 405
Mercer Island, WA 98040

General

Gregory Wright is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Mercer Island, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources