Gregory Stelnick, CF2

About Gregory Stelnick

Gregory Stelnick is a Wealth Management Advisor who has provided asset management to clients throughout New Jersey and across the country for over forty years. Greg seeks to educate clients and tailor their portfolios to their individual, unique objectives. He is diligent and passionate about developing customized strategies for his clients to protect and perpetuate their wealth. Greg prioritizes loyalty and excellent care, and treats each of his clients like family. 
Greg provides a full range of financial services and has been a registered principal advisor for over 34 years with LPL Financial, a leader in the retail financial service market and considered the nation's largest independent broker/dealer. Greg is a member of LPL's Masters Club, a premier award presented to less than 5% of the firms approximate 22,000 advisors nationwide. 
Greg holds FINRA licenses in 22 states including series 7, 24, and 63. He also holds licenses in life, disability and health insurance. Greg has extensive tax knowledge and is an IRS Enrolled agent. He owned his own tax practice for over forty years. 
Greg lives in Princeton, NJ with his wife of 43 years, a retired registered nurse and now his office assistant. When not working, they both enjoy spending as much time as possible with their six grandchildren.