Gregory E Shulman, CFP®, CLU, ChFC, NSSA
Greg is a partner of the Atlas Advisory Group, LLC, a member firm of the M Financial Group. The M Group is one of the country’s leading financial-services’ design-and-distribution companies established to serve the affluent and corporate markets of the country.
Gregory graduated from the University of Rhode Island in 1989 and received his MBA in Finance from Seton Hall University in 1992. He also holds some of the financial industry’s most valued professional designations/affiliations, including Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) as well as FINRA licenses 7, 63, and 65. In addition, Gregory is one of the few advisors in New Jersey to obtain the National Social Security Advisor (NSSA®) designation.
Greg entered the industry in 1993 as an agent of the Equitable Life Assurance Society of the United States (now known as AXA Equitable Life Insurance Company). In 1999 he joined the Kingsbridge Financial Group and then KB Financial Partners in 2012.
Greg joined Atlas Advisory Group in February of 2017 because he believes that aligning himself with people who share his values and objectives is critical to long-term success. Alongside an outstanding team of experienced professionals, Greg is able to accommodate his clients’ growing needs by providing them with a holistic approach to financial planning.
During his 24 years in the industry, the primary core of Greg’s client base has been individuals and families, small business owners, larger business associations and non-profit organizations.
Historically, he has focused on providing wealth management, retirement income planning and asset allocation as well as survivorship planning to help families determine specific life insurance needs. Recently, he has also been assisting his clients to maximize their social security benefits. Above all, he strives to empower his clients to achieve their financial goals by finding the optimal strategy to reach them.