Greg FarberGreg Farber, CFP®, CIMA®Executive Director, Wealth Planner
About Greg
Greg Farber is an Executive Director and Wealth Planner covering the Central Region for J.P. Morgan Wealth Management's Wealth Planning and Advice Team.
A CERTIFIED FINANCIAL PLANNER® (CFP®) professional and Certified Investment Management AnalystTM (CIMA®), Greg focuses on the holistic requirements of each client, using a goals-based approach to deliver comprehensive strategies to care for the entirety of their needs. He employs a planning framework to develop customized strategies to help clients meet present and future financial objectives. Greg serves as an experienced resource to address education and retirement needs and other personal wealth management considerations. He is especially adept at opening up the breadth of opportunities derived from effective trust and estate planning.
With almost 25 years of financial industry background, Greg has built a reputation as a successful financial advisor and wealth planner. He joined J.P. Morgan Wealth Management in 2018 for the chance to couple his advisory guidance with the intellectual capital, quality research and entrepreneurial environment of one of the most renowned financial institutions in the world. He began his career at A.G. Edwards & Sons and has served in client-facing roles at companies including Oppenheimer and Calamos Wealth Management. Throughout these experiences, Greg has most enjoyed the opportunity to interact with high-net-worth individuals and help them pursue their personalized goals.
Greg graduated from the Gies College of Business at the University of Illinois Urbana-Champaign with a B.S. in Finance, and then earned an M.B.A. from the Olin Business School at Washington University in St. Louis.
Greg lives in Naperville, IL, with his wife and two daughters. He plays an influential role in his local community and was the President of White Eagle Golf from 2015 through 2017, and a Director from 2008 through 2013.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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