Gregory  Ostrowski,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory Ostrowski, CFP®

Scarborough Capital Management

1906 Towne Centre Boulevard, Suite 260
Annapolis, MD 21401
FINANCIAL ADVISOR'S WEBSITE
(410) 972-2525 CONNECT WITH Gregory
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General

Gregory Ostrowski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Scarborough Capital Management in Annapolis, MD and the surrounding communities.

Financial Advisor Overview

CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Retirement Planning Counselor™ managing assets for corporate employees, entrepreneurs and retirees. SPECIALTIES: -Financial Planning for Individuals and Business Owners -Investment & Wealth Management (Retirement Accounts & Tax Efficient Strategies) -Corporate 401(k) Management & Pension Buyout Analysis -401(k) / IRA Rollover Specialist -Retirement Income (Decumulation) Planning ACTIVITIES: -Forbes.com contributor -US News & World Report contributor -Served as personal finance panelist for AARP's LifeTuner.org aimed at teaching Millennials to explore the essentials of money -- how to earn it, use it and save it to live a better life -Contributed to various investment publications such as The Wall Street Journal, CNBC, The Associated Press, US News & World Report, Forbes, Investopedia, Kiplinger's and Reuters -Board Member, St. Mary's Schools Alumni Association, Annapolis, MD -Board Member, Anne Arundel Medical Center Building Traditions Society -SII Investments President's Council Member -Member, Financial Planning Association -Member, Financial Services Institute RECOGNITION: -Voted "Best Financial Advisor" in The Capital Reader's Choice Awards (2012-2015) -Named to "Top 40 Under 40" by Rep Magazine (2013) -Annapolis Finest Honoree from the Cystic Fibrosis Foundation (2014) -SII Investments "Top Producer" (2009-2016) -Member, Forbes Finance Council

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities through Independent Financial Group, LLC (IFG), a registered broker-dealer. Member FINRA/SIPC. Advisory services offered through Scarborough Capital Management, a registered investment advisor. IFG and Scarborough Capital Management are unaffiliated entities.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Investment Management, Mutual Funds, Retirement

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Helpful Financial Planning Resources