Gregory Rahmlow, ChFC, CFP

Background and Education

Greg's financial services career began during a time of market instability. Having graduated with a Bachelor of Arts in Political Science from Williams College in 2007, on the eve of the great recession, he spent his early years as a financial advisor at AXA Advisors, LLC in what some may say was the most tumultuous market environment in American History. As an Associate Advisor, he learned from his team of seasoned advisors how to carefully navigate through periods of market volatility. In 2010, the team moved to American Portfolios. Learning from his experiences, Greg became a reliable, consistent, and knowledgeable financial advisor and joined Wells Fargo Advisors in 2014.

Greg has found the financial industry to be the perfect place to combine his strong interpersonal skills with his keen analytical abilities. He thoroughly enjoys meeting new individuals and cultivating long-term relationships, which are the highlights of his job. Greg finds great satisfaction in devising plans that assist his clients in accomplishing their objectives. He recognizes that financial goals and markets often change, but believes having a structured plan in place to guide financial decision making is the best tool in defense of an ever-changing financial landscape.

Greg is a CERTIFIED FINANCIAL PLANNER® professional and follows a high standard of care as he draws on his background and skills to help build, manage, and preserve his clients' wealth. He has also earned the Chartered Financial ConsultantTM (ChFC®) certification from the American College of Financial Services.

Comprehensive Wealth Management Process

Greg utilizes advanced planning software to develop personalized long-term plans for clients with the goal of making sure when his clients retire, they stay retired. His total wealth management approach includes creating well-balanced investment portfolios, as well as developing retirement, income, and estate/ legacy plans. This thorough planning process involves identifying any potential wealth planning gaps and developing recommendations to address and fill those gaps. To help simplify wealth management, Greg works with other professional advisors, including Estate Planning Strategists and attorneys, to prepare the required documents and ensure his clients' financial affairs are kept in order.

As a natural educator, Greg strives to educate his clients about their investment strategies, so they have a clear understanding of what they own and why, and feel more confident in their financial decisions. He conducts personalized client review meetings so their plans remain up to date and aligned with their changing lives.

Away from the office

Greg enjoys keeping fit with long runs in the summer and cross-country skiing in the winter.  Greg and his wife have three children.