Greg Bogdan

GREG BOGDAN

ADVISOR, CFP®

EDUCATION

  • Bachelor’s Degree in Finance, Bentley University

MY FINANCIAL SERVICES CAREER BEGAN IN 2005

I most enjoy creating lasting relationships as a trusted advisor to clients. I find it rewarding to help them think through their financial situations in developing a customized plan and path to achieving their goals. Through our process, clients come away feeling empowered to make informed financial decisions with the confidence of knowing how to achieve their vision of ‘financial independence’ while living a more enriched and fulfilling life.

MY PRIVATE VISTA

With a young family, my Private Vista has shifted focus in recent years. Outside of work and in between shuttling our girls from one activity to another, my wife, Christi, and I enjoy cooking for friends and family. During the summer, we are usually found at nearby parks, going on walks with our dog or riding bikes as a family. In the future, we look forward to exploring the country and instilling our love of traveling in our girls.