GREG BOGDAN

MY FINANCIAL SERVICES CAREER BEGAN IN 2005

I enjoy creating lasting relationships as a trusted advisor to clients. I find it most rewarding to help my clients think through their financial situations in developing a customized plan and path to achieving their goals. After walking clients through my process, I hope that they 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 busy, young family, outside of work and in between shuttling our girls (ages 7, 5, and 1) between activities, my wife, Christi, and I enjoy cook outs and entertaining with our friends and family. During the summer months, we’re often found at nearby parks, going on walks with our dog, Clancy, or riding bikes as a family. We most enjoy summer vacations on the beaches of Cape Cod and the shores of Michigan. In the future, My Private Vista is to explore the country and instill our love of traveling in our girls.

EDUCATION

• Bachelor’s Degree in Finance, Bentley University