Gregory Kurinec
Certified Financial Planner
Years of Experience
18 years
Number of Clients
50
Average Client Size
$750,000
Member Since
2022
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I will always have my clients best interest at the forefront.
Clientele
I work with people that are 55+ that are in or approaching retirement. They have been diligent savers over their careers but don't have the time or desire to manage their planning moving forward. They are looking for help with tax planning, investment management and estate planning needs.
Services Provided
Tax Planning
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Series 66 - Uniform Combined State Law Exam
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Series 7 - General Securities Representative Exam
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Pricing Models
Education
Purdue University
Bachelors of Science in Financial Planning and Counseling
Obtained in 2005
Previous Work Experience
Bentron Financial Group
CFP
2004 - 2023
Pennant Planning I PennantPlanning.com
Founder
- Present
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment advisor. Member FINRA and SIPC. Pennant Planning and Gregory Kurinec are not affiliated with Independent Financial Group, LLC. OSJ: 12671 High Bluff Dr., Suite 200, San Diego, CA 92130
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