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
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
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November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowPlanning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowLeaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowWhy the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now