Gregory Pienkosz, CFP, SE-AWMA

Professional Introduction
My name is Greg Pienkosz, and I serve as a Managing Director – Investments and lead advisor for the Pienkosz Financial Group of Wells Fargo Advisors, where I bring more than twenty three years of experience to the role. Throughout my career, I have dedicated myself to guiding individuals, families, and business owners. Our team’s mission is to help clients achieve financial success, both during their working years and as they transition into the retirement distribution phase of their lives. We strive to provide thoughtful and personalized financial guidance at every stage of life, helping to ensure clients are well-supported in pursuing their goals.

Focus
As a Private Investment Manager (PIM^®), I operate out of offices in Albany, NY and Orlando, FL, providing our clients with comprehensive investment planning and modern portfolio management services. My role as a PIM^® portfolio manager is centered on delivering a personalized approach to investment management. Each client’s portfolio is carefully designed and monitored, utilizing an active asset allocation strategy. This allows me to make timely investment decisions on behalf of our clients with the objective of achieving their unique financial goals.

My investment philosophy prioritizes long-term portfolio management, which involves a commitment to diversification and meticulous management of underlying investment costs. I am afforded the flexibility to construct and maintain portfolios using a wide array of investment options. This approach helps enable me to uphold a high standard of professional service and provide individualized attention to clients who desire this level of investment management.

It is a privilege to be entrusted with the responsibility of guiding our clients’ financial well-being and prosperity. At the Pienkosz Financial Group, we not only leverage the full capabilities and resources of Wells Fargo Advisors but also apply our nine distinct wealth disciplines. These disciplines, developed through years of experience, allow us to bridge every phase of our clients’ financial lives, ensuring comprehensive support and guidance tailored to their evolving needs.

Dedication to Client Care
At the heart of our practice is a steadfast commitment to exceptional client care. I take great pride in treating each client with the same dedication and attention as I would a member of my own family, recognizing the responsibility that comes with guiding their financial decisions. Trust and confidence are central to every interaction, helping to ensure that clients feel supported and secure as they manage their finances.

Comprehensive Wealth Management
Our approach to wealth management is built upon a genuine desire to serve others. We strive to help clients manage their affluence effectively, aiming to empower them in their pursuit of completeness and fulfillment in life. By integrating thorough investment planning processes with robust wealth management capabilities, we lay a strong foundation for all the services we provide. This helps ensure that our clients' needs are met not just during their lifetime, but also as their legacy continues beyond.

Experience and Professional Credentials

Education
I attended the University at Albany, where I graduated with honors, earning a bachelor's degree in finance. In addition to my undergraduate studies, I completed the financial planning program at New York University, further strengthening my foundation in comprehensive financial services.

Professional Certifications
I have achieved the Certified Financial Planner^® certification by fulfilling rigorous education, examination, experience, and ethical standards. The CFP^® designation helps enable me to take a holistic approach to investment planning, helping to ensure that my clients' financial strategies are aligned with their unique goals and desired outcomes.

In addition, I hold the Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA™) designation. This specialized certification recognizes proficiency in delivering holistic wealth management experiences tailored to the often complex and unique needs of high net worth sports and entertainment professionals.

Professional Recognition
I have been honored to be named as a member of Platinum Council annually since 2018. 2018–2023: The Platinum Council Distinction is held by a select group of Financial Advisors as measured by one of more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. 2024 – 2025: The Platinum Council distinction is held by a select group of financial advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

 
Away from the Office
Born in Poland as the youngest of three children, my family made the life-changing decision to immigrate to Connecticut in 1975, when I was just three months old. Growing up in a new country presented its challenges, but it also instilled in me a strong sense of adaptability and perseverance.

Following high school, I chose to serve in the U.S. Army, where I took on the roles of Sergeant, paratrooper, and Black Hawk helicopter crew chief in the renowned 82nd Airborne Division. During my service, I was honored to receive multiple US Army achievement and commendation medals in recognition of my dedication and contributions.

On the personal front, my wife and I have been happily married for over 26 years and are the proud parents of two daughters. As a family, we cherish our time together, whether we are traveling to Florida to enjoy the sunshine or heading to Upstate New York to embrace the snowy winters.