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Gregg Pajak, CF2

Gregg Pajak

Gregg Pajak

Certified Financial Fiduciary®

CF2 Since 2019

Accepts Remote Clients

Melville, NY
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2200712
Active Dates
Dec 15, 2019 – Dec 15, 2026

About Gregg Pajak

Gregg Pajak, ChFC, is the visionary co-founder of the WizdomOne Group family of companies, dedicated to inspiring and empowering business owners through comprehensive wealth management, insurance, and benefits solutions. With over two decades of experience specializing in working with business owners, Gregg’s unique insights are shaped by both his professional expertise and his personal journey with his wife as successful entrepreneurs of a portfolio of businesses.

Gregg’s career began as the Agency Benefits Director for the MetLife Premier Client Group, where he led the benefits and group retirement division. In 2008, he founded the WizdomOne Group, which has since grown to include several successful startups and businesses, including Wizdom Wealth, which was established to streamline investment-related services for business owners.

As a Certified Financial Fiduciary® and Chartered Financial Consultant, Gregg frequently shares his knowledge and passion for financial wellness at industry events, speaking fluently in two languages. His dedication to his clients is matched by his commitment to his family. Married to his high school sweetheart since 2001, Gregg and his wife are raising three active children in Nissequogue, NY. Outside of work, he enjoys hiking, kayaking, and staying active by playing hockey, while cheering on his beloved Boston Bruins.

Areas of Specialization

Retirement Planning Investing Insurance
Disclosure:
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Wealth Management is offered through WizdomWealth, Non-Variable Insurance is offered through Wizdom One Group, and Benefits Solutions are offered through Wizdom Tree Benefits Solutions.

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