Greg Breitman

About Greg:

Greg joined Strategies for Wealth directly out of college as a graduate from the University of Miami.
As a member of his team, Greg works primarily with younger professionals in helping them make truly informed, intelligent decisions around their finances. It is his goal to help his clients think differently about money by beginning to form good habits. This is done by not only focusing on accumulating wealth, but by protecting wealth simultaneously.
Originally from Long Island, Greg now lives in Manhattan and works out of the Financial District office. In his spare time, Greg enjoys playing/watching sports and spending time with his friends and family.

Education and Training:

University of Miami

Life, Accident & Health Insurance Licensed

Series 7 & Series 66 Investment Licensed

Services Offered:

Retirement Planning
Estate Planning
Life Insurance
Disability Insurance
Long Term Care Insurance
Investment Management
Savings Strategies
Debt Consolidation/Management
Financial Organization
Group Benefits


Check the background of this investment professional on FINRA’s BrokerCheck.


Registered Representative of Park Avenue Securities and Financial Representative of Guardian.