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Gregory Kurinec | Financial Advisor

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Downers Grove, IL
Gregory Kurinec
Financial Advisor
Certified Financial Planner at

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
The common thread that runs through Greg Kurinec's life is joy in serving others. As a young boy, it came in the form of helping a neighbor by shoveling snow, mowing a lawn or just bringing in their garbage cans. More recently, it was launching a not-for-profit organization that supports families affected by cancer. Even better, Greg gets to apply his passion through his work. Since entering the industry, in 2004, he has helped people at or near retirement. through investment advising, estate planning, risk management and watching out for their overall financial well-being. A lifelong resident of Orland Park, Greg is a graduate of Purdue University's College of Consumer and Family Sciences, having earned degrees in Financial Planning and Counseling, as well as Selling and Sales Management. Among the largest of its kind, the College of Consumer and Family Sciences instills in students the paramount importance of forming healthy relationships with families and consumers. Greg is a CERTIFIED FINANCIAL PLANNERª. CFP¨ professionals must pass the comprehensive CFP¨ Certification Examination, pass CFP Board's Fitness Standards for Candidates and Professionals Eligible for Reinstatement, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement. In 2012, after his mother, Jeanne, lost her life to cancer, Greg founded Jeanne's Journey for Hope to help other families battle the disease in its many forms. Since then, the foundation has raised over $100,000 to help families pay hospital and medical bills or as income replacement if the disease has resulted in a loss of employment.
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Specialties and Expertise

8
Trust Services
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Ultra High Net Worth Planning
Philanthropic Planning and Giving
Portfolio Construction
Cash Flow Analysis

Clientele

2
Retirees
Surviving Spouses

Credentials and Designations

3
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Certified Financial Planner™

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Series 66 - Uniform Combined State Law Exam

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Series 7 - General Securities Representative Exam

Education

1
Purdue UniversityBachelors of Science in Financial Planning and CounselingYear Obtained: 2005

Job History

2
Bentron Financial GroupCFP2004-2023
Pennant Planning I PennantPlanning.comFounder-Present
Quick Facts About Gregory
Years of Experience:18 yearsMember since:2022Average Account Size:$750,000Number of clients:50

Services Provided

How I help my clients

Tax Planning

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Estate Planning Strategies

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Financial Planning

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Retirement Planning

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Pricing Models

AUM
Flat Fee

Proof of License

SEC Profile
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Downers Grove, IL
Gregory Kurinec
Financial Advisor
Certified Financial Planner at
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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 Member FINRA/SIPC.
Profile last updated: 12-16-2024