One of the biggest challenges we face in life is to plan for retirement and grow our net worth. To this end, a prudent first step is to be educated in suitable investment strategies to help towards achieving your financial goals. Having a knowledgeable advisor with the understanding of your goals and needs to help create a customized plan with a philosophy that follows Nobel Laureate proven research is an integral part in this endeavor, and that is where I can help.

My name is Greg Geryak, and I am a financial advisor with One2One Wealth Strategies, an LPL firm in Scottsdale, AZ. Utilizing a personal retirement calculator software program (PRC), I will create a concise outlook of your financial situation now and in the future regardless of whether you are an Educator, in the Corporate Sector, self-employed, single or married, starting a career, thinking about retirement, or already retired.

As an independent advisor with LPL Financial, I can help put a plan in place for your future. You can choose from a broad spectrum of investment options, including professionally managed mutual fund accounts and insurance programs. You will also enjoy the benefits of an extensive team of financial professionals offering a comprehensive retirement planning system designed to help take the mystery out of saving for retirement. And, you can choose the level of service that is right for your personal investment style.

I am a prior owner/agent of a Farmers Insurance & Financial Services Agency, an independent financial services representative and Medicare advisor, and I continue to attend professional development trainings to stay abreast of the current markets and investment strategies.

I am a member and volunteer with the Ahwatukee Chamber of Commerce and have served on the Board of Directors as President of the Ahwatukee YMCA.

I have been married since 1992, have one daughter, and in my free time I enjoy playing my guitar, exercising with my dogs, and traveling.

Licenses/Credentials:

Property casualty, health-life, Series 6, 7, 63 and 65 held through LPL Financial, AHIP Medicare certified.

Contact me at (623) 850-0016 so we can customize a savings and investment plan that will guide you  towards reaching your wealth accumulation potential and retirement goals.

* All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.