Broker Check
Gregg Andonian, AIF®, CFP®

Gregg Andonian, AIF®, CFP®

Managing Partner/Relationship Manager

Gregg has over 20 years of experience assisting plan sponsors in the process of fiduciary governance relative to 401(k) and 403(b) plans. He specializes in clarifying globally accepted fiduciary compliance best practices while mitigating fees and expenses impacting both the corporate bottom-line and retirement outcomes. Gregg is qualified as a CERTIFIED FINANCIAL PLANNER™ professional and Accredited Investment Fiduciary®

When not in the office, Gregg enjoys spending time with his family, golfing, and volunteering on the Board of Directors for Wayside Youth and Family Services.