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 two young daughters, my Private Vista has shifted to a family focus in recent years. During our (rare) spare time, my wife Christi and I have a love of cooking for our friends and family. We also enjoy exploring Chicago’s neighborhoods to take advantage of all the city has to offer. With our young family, we’re looking forward to new adventures and challenges that come our way, including continuing to travel the country and spend time with family from Connecticut and California.