Greg M. Lanier,  CFP<sup>&reg;</sup> - Financial Advisor

Greg M. Lanier, CFP®

RLP®

Wealth Advisor

Focus Partners Wealth

660 N Carroll Ave., Ste. 140
Southlake, TX 76092
18174108200

General

Greg Lanier is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Focus Partners Wealth in Southlake, TX and the surrounding communities.

Financial Advisor Overview

Comprehensive Financial Planning Faith Based

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Succession Planning, Personal Taxes

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Helpful Financial Planning Resources