Gregory Mosick, CFP®

Gregory Mosick holds the  Certified Financial professionalTM designation, awarded to those professionals who must master nearly 100 integrated financial planning topics.  In addition to completing a comprehensive curriculum approved by the CFP® Board, professionals are required to complete continuing education and approved ethics courses to ensure their competency.  As a CFP®, Greg focuses on estate planning strategies, wealth accumulation, business planning, and executive benefits for both private and publicly-held companies.

Greg takes his clients through a unique four-step process, during which he considers his clients' needs and goals, as well as a variety of financial information.  He will then create a customized wealth management strategy for his clients to follow.  Working with a team of other financial and legal professionals, Greg provides his clients with a financial strategy that helps turn his clients' desires and goals into reality.  

Most importantly, the process is on-going – meaning Greg is always there to guide and make necessary changes to his clients' strategies as the years go by.

Greg has been with Equitable Advisors. For over 6 years.  He works with the leading investment managers and insurance carriers.  He is able to provide his clients with unparalleled services, products, and comprehensive solutions.  Before Equitable, Greg Worked as a CFP® with John Hancock Financial Services for 13 years. 

Greg is a graduate of Stony Brook University with a degree in finance.  Along with his CFP® designation, Greg holds the Life, Accident & Health Insurance, FINRA Series 7, FINRA Series 63, and FINRA Series 65 licenses.